Howland Capital Management LLC
Howland Capital Management LLC is a privately owned, Boston-based investment adviser founded as Blackstone Management Corporation in 1967 (restructured and renamed in 2012). The firm provides highly personalized and confidential investment management and financial planning services to individuals, families, trusts, foundations, endowments, pension accounts, estates, and charitable organizations. As of 2025, the firm has approximately 33 employees, tailoring solutions based on each client's investment objectives, time horizon, risk tolerance, and financial planning needs. Their services also include estate planning, tax planning, trustee services, and ESG investing.
Investment Strategy
Howland Capital Management LLC provides individualized investment management strategies tailored to each client's specific needs, time horizon, tax situation, and risk profile. Client portfolios typically consist of diversified holdings in publicly and privately traded securities, with asset allocation, security selection, and portfolio management decisions informed by a comprehensive Investment Policy Statement. The firm offers advice on financial planning, estate and tax planning, charitable giving, and ESG considerations, managing separate accounts and select private investments. The investment philosophy emphasizes long-term growth, risk management, and adjusting strategies as clients' objectives evolve.
Latest 13F Filing Activity
Howland Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 271 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Amazon Com Inc. among other positions. Howland Capital Management LLC reduced exposure to Watsco Inc., Berkshire Hathaway Inc. Del, Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (271)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.87% | $144.1M | 289,689 | $34.95 | $497.41 | +$36.7M |
V VEU | VANGUARD INTL EQUITY INDEX F | 5.42% | $133.0M | 1,978,324 | $51.79 | $67.22 | +$13.5M |
| ALPHABET INC | 4.25% | $104.4M | 592,215 | $79.28 | $176.23 | +$15.9M | |
A AAPL | APPLE INC | 4.17% | $102.3M | 498,516 | $146.29 | $205.17 | +$2.7M |
| BERKSHIRE HATHAWAY INC DEL | 3.59% | $88.1M | 181,421 | $204.72 | $485.77 | -$9.4M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Boston, MA , United States | |
 | Portfolio Manager, Wealth Strategist | Boston, MA , United States | |
 | Portfolio Manager | Boston, MA , United States | |
P Peter Dixon | Chief Investment Officer | Brookline, MA , United States | |
A Andrew Swanson | Portfolio Manager | Providence, RI , United States | |
 | Investment Research Analyst | Boston, MA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more