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Jay C. Willadsen

Leeward Investments

Boston, MA

CRD 6655152

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Employer firm

Leeward Investments CRD 312557

$2.87B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Leeward Investments

10 Winthrop Square Suite 500, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-17
  • MA RA
    APPROVED
    Since 2022-03-17

Branch Locations

10 Winthrop Square Suite 500, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lmcg Investments, Llc Boston MA 03/2003 03/2022
Leeward Investments, Llc Boston MA 03/2022 Present
  • 03/2003 → 03/2022
    Lmcg Investments, Llc
    Boston, MA
  • 03/2022 → Present
    Leeward Investments, Llc
    Boston, MA
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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