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Windham Capital Management, LLC
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Overview Share
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Boston, Massachusetts
$1.0 billion AUM
1 office

Windham Capital Management, LLC is based in Boston, Massachusetts and has $1.0 billion in assets under management.

Location
800 Boylston Street
30th Floor
Boston, MA 02199
Contact
$1.0 billion
AUM
20
Employees
AUM Share
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$1,000,574,975
Assets under management
198 clients
Number of clients
Average investment size is $5,053,409
3% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 42 $12,330,115 1% $293,574
High net worth individuals 38 $291,193,613 29% $7,662,990
Pooled investment vehicles 3 $513,781,112 51% $171,260,371
Pension and profit sharing plans 1 $1,000,898 0% $1,000,898
State or municipal government entities 1 $181,663,228 18% $181,663,228
Other corporations or businesses 1 $606,009 0% $606,009
Employees Share
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20
Employees
10
Investment analysts
50% of total employees
AUM per employee Share
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$1,000,574,975
Assets under management
$50,028,749
AUM per employee
$100,057,498
AUM per investment analyst
About Share
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Compensation

Windham Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Windham Capital Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Portfolio and risk management software and related consulting services
  • advisor to brokerage platforms
Business activities
  • Commodity pool operator or commodity trading advisor
  • Financial risk management software and consulting
Firm data Share
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CRD number 110,539
SEC number 801-45014
Legal structure Limited Liability Company
Legal governance Massachusetts, United States
Latest ADV filing date March 30, 2020

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