SourcingSourcing

HOWLAND CAPITAL MANAGEMENT LLC

C20
CRD 104726·SEC 801-8390·BOSTON, MA
AUM
$3.74B
$1B+
Est. Revenue
$37.4M
@ 1% on AUM
Est. EBITDA
$11.2M
@ 30% margin
Est. Deal Value
$89.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOWLAND CAPITAL MANAGEMENT LLC
CRD
104726
SEC file #
801-8390
EIN
800953744
DBA names
—

Economics

AUM
$3.74B
AUM band
$1B+
AUM trajectory
'20'26
$1.88B → $3.74B▲ +99%
Client mix
Individuals Other1,125
Individuals High Net Worth145
Charitable Organizations27
Corporations8
Pension Profit Sharing Plans5

Operations

Employees (total)
35
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
8 advisors → 11 advisors▲ +38%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/howland-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLAPP, CHARLES, ELMER
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
13
Control Persons
CLAPP, CHARLES, ELMER
DIXON, PETER, H.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
34,270
Form 5500 Compensation Trajectory 3y
202534,270
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
34,270
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001591686
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2013-12-10
Edgar Last Filing Date
2014-01-07
Edgar Form D Count
2
Edgar Form D Offerings
2014-01-072014-01-07 · 0001591686-14-000001
2013-12-102013-12-10 · 0001591686-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Window
Folio Institutional1
Full
Charles Schwab6
E*trade4
State Street1
Folio Institutional1
Edgar Addresses
Mailing
HOWLAND CAPITAL MANAGEMENT LLC75 FEDERAL STREET, SUITE 1100BOSTON, MA 02110
Business
HOWLAND CAPITAL MANAGEMENT LLC75 FEDERAL STREET, SUITE 1100BOSTON, MA 02110
Edgar EIN
800953744
Edgar Recent Filings
D/A2014-01-07 · 0001591686-14-000001
D2013-12-10 · 0001591686-13-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1514566
Trust Company Affiliate
No

People (17)

17
HOWLAND, WESTON
IAR · Direct Owner · 17.5%
2735027
CLAPP, CHARLES, ELMER
IAR · Direct Owner · 17.5%
1514566
DIXON, PETER, H.
IAR · Direct Owner · 17.5%
7021788
GIBBS, TRACY, ALEXANDRA
IAR · Direct Owner · 17.5%
4604409
CROCKER, NICHOLAS, BEGELOW
IAR · Direct Owner · 7.5%
4947221
QUIGLEY, MAUREEN, ELIZABETH
IAR · Direct Owner · 7.5%
5098546
MACRITCHIE, DANIELLA, ANN
Direct Owner · 7.5%
7708554
ANDREW WILLIAM DUPEE
Direct Owner · 7.5%
4558538
ADLER, RICHARD, HOWARD
Executive Officer · 2.5%
2102059
BEATTY, CAROLYN, M
Executive Officer · 2.5%
3162665
TULLY, CAROL
Executive Officer · 2.5%
8068496
BUTT, FAISAL
Executive Officer · 2.5%
4822545
FRANCIS GARDNER JACKSON
IAR
5098336
LISA MARIE MacEwen
IAR
6426873
ANDREW WILLIAM SWANSON
IAR
3107028
Samuel Hill Ober
IAR
7963806
CAMERON REZA RAHBAR
IAR
6900416