Windham Capital Management, LLC is a large advisory firm based in Boston. It manages $854.68 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.
Windham Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio and risk management software and related consulting services, advisor to brokerage platforms. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as financial risk management software and consulting.
The assets under management (AUM) of Windham Capital Management, LLC is $854.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and $402.3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Windham Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Windham Capital Management is pooled investment vehicles with 3 clients and $401.75 million of assets under management. Among the 8 most similar advisory firms, Windham Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $854.68 million for 88 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.
Windham Capital Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 20 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Windham Capital Management, LLC performs its advisory services is located at 800 Boylston Street, Boston, MA 02199, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-419-3900 or by fax 617-507-8552. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at windhamgs.com.