{ "crd_number": 104726, "slug": "howland-capital-management-llc-boston-ma-104726", "primary_business_name": "HOWLAND CAPITAL MANAGEMENT LLC", "legal_name": "HOWLAND CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1972-02-09", "years_registered": 54, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 3739989265.0, "raum_discretionary": 3739989265.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 35, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 375333389.0, "count": 27 }, "individuals": { "raum": 1348920126.0, "count": 1125 }, "pension_profit_sharing": { "raum": 24831257.0, "count": 5 }, "high_net_worth_individuals": { "raum": 1916987721.0, "count": 145 }, "corporations_other_businesses": { "raum": 73916772.0, "count": 8 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "periodicals_newsletters", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "CO", "CT", "DC", "DE", "FL", "IL", "LA", "MA", "MD", "ME", "MO", "MT", "NC", "NH", "NJ", "NY", "OH", "OR", "PA", "RI", "TX", "VA", "VT", "WA" ], "websites": [ "https://howlandcapital.com", "https://linkedin.com/company/howland-capital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104726", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726", "display_name": "Howland Capital Management LLC", "summary": "Howland Capital Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1972, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Howland Capital Management LLC (CRD 104726): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Howland Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Howland Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is Howland Capital Management LLC located?", "a": "Howland Capital Management LLC's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Howland Capital Management LLC registered with the SEC or a state?", "a": "Howland Capital Management LLC is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 104726." }, { "q": "How much does Howland Capital Management LLC manage?", "a": "Howland Capital Management LLC reports $3,739,989,265 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Howland Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Howland Capital Management LLC: Regulatory assets under management: $2,556,791,681 in the October 2021 data and $3,739,989,265 in the October 2026 data, up 46%. Total employees: 27 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Howland Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,125); high net worth individuals (145); charitable organizations (27)." }, { "q": "Which custodians does Howland Capital Management LLC use?", "a": "Howland Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Advisors Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Howland Capital Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104726" }, { "q": "What changed in Howland Capital Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $3,322,697,821 to $3,739,989,265 (+13%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2556791681.0, "total_employees": 27, "filing_date": "2021-03-05" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2901056797.0, "total_employees": 27, "filing_date": "2022-04-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2576264958.0, "total_employees": 31, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2776205185.0, "total_employees": 32, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3322697821.0, "total_employees": 33, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3739989265.0, "total_employees": 35, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 10 to 11.", "Regulatory assets under management went from $3,322,697,821 to $3,739,989,265 (+13%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "National Advisors Trust Company", "name_as_filed": "NATIONAL ADVISORS TRUST COMPANY", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 1125, "fewer_than_5": false, "raum": 1348920126.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 145, "fewer_than_5": false, "raum": 1916987721.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 5, "fewer_than_5": false, "raum": 24831257.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 27, "fewer_than_5": false, "raum": 375333389.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 8, "fewer_than_5": false, "raum": 73916772.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104726", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }