Data / Investment advisers / Massachusetts / Howland Capital Management LLC
Howland Capital Management LLC, Boston, MA: $3.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Howland Capital Management LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $3.7 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 6 private funds.
The request: Watch Howland Capital Management LLC (CRD number 104726): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104726
- SEC file number
- 801-8390
- SEC status
- Approved, effective February 9, 1972
- Main office
- 75 Federal St, Ste 1100, Boston, MA 02110
- Phone
- (617) 357-9110
- Regulatory AUM
- $3,739,989,265 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $3,739,989,265
- Accounts
- 2,010
- Employees
- 35, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Private funds
- 6: 6 other private funds
- Gross assets of private funds
- $36,106,206
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 145 | $1.92 billion |
| Individuals (other than high net worth individuals) | 1,125 | $1.35 billion |
| Charitable organizations | 27 | $375.3 million |
| Corporations or other businesses | 8 | $73.9 million |
| Pension and profit sharing plans | 5 | $24.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.74 billion | March 31, 2026 |
| December 1, 2025 | $3.32 billion | March 31, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Evolution Credit Partners Management, LLC | Boston | $4.12 billion | 10 | adviserinfo.sec.gov |
| Moors & Cabot, Inc | Boston | $4.03 billion | Not listed | adviserinfo.sec.gov |
| New Frontier Advisors, LLC | Boston | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Castle Rock Advisors LLC | Boston | $3.86 billion | 6 | adviserinfo.sec.gov |
| Cormorant Asset Management, LP | Boston | $3.84 billion | 7 | adviserinfo.sec.gov |
| Lumint Corporation | Boston | $3.67 billion | Not listed | adviserinfo.sec.gov |
| BCSF Advisors, LP | Boston | $3.65 billion | Not listed | adviserinfo.sec.gov |
| MPM Bioimpact | Boston | $3.56 billion | 14 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Howland Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.