Howland Capital Management Llc
- Regulatory AUM
- $3.7B
- Discretionary
- $3.7B
- Clients
- 1,310
- Avg AUM / client
- $2.9M
- Accounts
- 2,010
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 278 positions, $2,772,543,724)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | ALLWRLD EX US | $183,247,513 | 2,188,030 | 6.61% | 4.9% |
| 2 | Alphabet Inc | CAP STK CL A | $176,585,050 | 494,124 | 6.37% | 4.72% |
| 3 | Apple Inc | COM | $153,630,918 | 530,934 | 5.54% | 4.11% |
| 4 | Nvidia Corporation | COM | $125,264,695 | 626,042 | 4.52% | 3.35% |
| 5 | Microsoft Corp | COM | $102,369,744 | 274,435 | 3.69% | 2.74% |
| 6 | Berkshire Hathaway Inc Del | CL B NEW | $89,305,605 | 178,472 | 3.22% | 2.39% |
| 7 | Amphenol Corp | CL A | $80,671,713 | 456,878 | 2.91% | 2.16% |
| 8 | Amazon Com Inc | COM | $80,032,666 | 335,792 | 2.89% | 2.14% |
| 9 | Tjx Cos Inc New | COM | $62,333,463 | 411,442 | 2.25% | 1.67% |
| 10 | Visa Inc | COM CL A | $60,859,363 | 177,386 | 2.2% | 1.63% |
| 11 | Vanguard Index Fds | S&P 500 ETF SHS | $60,339,006 | 87,854 | 2.18% | 1.61% |
| 12 | Meta Platforms Inc | CL A | $55,879,532 | 99,202 | 2.02% | 1.49% |
| 13 | Ecolab Inc | COM | $48,759,689 | 174,551 | 1.76% | 1.3% |
| 14 | Oreilly Automotive Inc | COM | $45,604,074 | 495,212 | 1.64% | 1.22% |
| 15 | S&P Global Inc | COM | $40,506,895 | 99,462 | 1.46% | 1.08% |
| 16 | Stryker Corporation | COM | $39,323,338 | 124,552 | 1.42% | 1.05% |
| 17 | Walmart Inc | COM | $37,812,933 | 333,860 | 1.36% | 1.01% |
| 18 | Ishares Tr | IBONDS DEC2026 | $36,248,517 | 1,496,018 | 1.31% | 0.97% |
| 19 | Thermo Fisher Scientific Inc | COM | $35,034,404 | 69,813 | 1.26% | 0.94% |
| 20 | Te Connectivity Plc | ORD SHS | $34,444,666 | 170,848 | 1.24% | 0.92% |
| 21 | Watsco Inc | COM | $33,544,579 | 80,495 | 1.21% | 0.9% |
| 22 | Danaher Corp Del | COM | $33,206,024 | 173,960 | 1.2% | 0.89% |
| 23 | Ishares Tr | IBDS DEC28 ETF | $33,065,027 | 1,309,506 | 1.19% | 0.88% |
| 24 | Ishares Tr | IBONDS 27 ETF | $32,379,379 | 1,336,886 | 1.17% | 0.87% |
| 25 | Chubb Limited | COM | $32,156,761 | 94,091 | 1.16% | 0.86% |
Top 25 of 278 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,125 | $1.3B | 36.1% |
| High net worth individuals | 145 | $1.9B | 51.3% |
| Pension and profit sharing plans | 5 | $24.8M | 0.66% |
| Charitable organizations | 27 | $375M | 10.0% |
| Corporations and other businesses | 8 | $73.9M | 1.98% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $35.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hcm Venture Fund Viii, Llc | Other Private Fund | Massachusetts | $11.1M | 31 |
| Hcm Venture Fund Vii, Llc | Other Private Fund | Massachusetts | $10.8M | 33 |
| Hcm Venture Fund Ix | Other Private Fund | Massachusetts | $10.2M | 29 |
| Hcm Venture Fund Vi, Llc | Other Private Fund | Massachusetts | $2.6M | 33 |
| Hcm Venture Fund V, Llc | Other Private Fund | Massachusetts | $635K | 21 |
| Hcm Venture Fund Iv, Llc | Other Private Fund | Massachusetts | $448K | 26 |
| Hcm Venture Fund Ii, Llc | Other Private Fund | Massachusetts | $4.3K | 8 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Weston Howland | Member, Ceo | CFA | Jan 1992 (35y) | Less than 5% |
| Charles Elmer Clapp | Member | CFA | Apr 1995 (31y) | 10% – 25% |
| Tracy Alexandra Gibbs | Member | CFP | Nov 2002 (24y) | 10% – 25% |
| Francis Gardner Jackson | Member | CFA | Feb 2006 (20y) | Less than 5% |
| Dupee, Andrew, William | Member | Jan 2015 (12y) | 5% – 10% | |
| Maureen Elizabeth Quigley | Member, Cco | CFA | Jan 2015 (12y) | 5% – 10% |
| Nicholas Begelow Crocker | Member | CFA | Sep 2018 (8y) | 5% – 10% |
| Peter H. Dixon | Member, Cio | Oct 2018 (8y) | 10% – 25% | |
| Macritchie, Daniella, Ann | Member, Coo | Jan 2023 (4y) | 5% – 10% | |
| Lisa Marie Mac Ewen | Registered representative | Dec 2017 (9y) | ||
| Cameron Reza Rahbar | Registered representative | CFP | Nov 2024 (2y) | |
| Samuel Hill Ober | Registered representative | CFA | Nov 2024 (2y) | |
| Andrew William Swanson | Registered representative | Dec 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Howland Capital Management, Inc. | Shareholder | Jan 2012 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $35.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hcm Venture Fund Viii, Llc | Other Private Fund | $11.1M | $50.0K | 31 |
| Hcm Venture Fund Vii, Llc | Other Private Fund | $10.8M | $50.0K | 33 |
| Hcm Venture Fund Ix | Other Private Fund | $10.2M | $50.0K | 29 |
| Hcm Venture Fund Vi, Llc | Other Private Fund | $2.6M | $50.0K | 33 |
| Hcm Venture Fund V, Llc | Other Private Fund | $635K | $50.0K | 21 |
| Hcm Venture Fund Iv, Llc | Other Private Fund | $448K | $50.0K | 26 |
| Hcm Venture Fund Ii, Llc | Other Private Fund | $4.3K | $50.0K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PRIVATE FUND ADMINISTRATION FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- National Advisors Trust Company $2.4B (65% of AUM) Mar 2026
- Charles Schwab & Co. $1.3B (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗