9AT: HOWLAND CAPITAL MANAGEMENT LLC

other names

HOWLAND CAPITAL MANAGEMENT LLC
BLACK & CO
HOWLAND CAPITAL MANAGEMENT, INC.
HOWLAND CAPITAL MANAGEMENT INC
BLACK & CO., LLC

Adviser Profile

As of Date	03/31/2025
ADV Location	BOSTON, MA, United States
Adviser Type - Large advisory firm
Number of Employees	33 6%
of those in investment advisory functions	10 11%
Registration	SEC, Approved, 02/09/1972

AUM^*	3,322,697,821 29%
of that, discretionary	3,322,697,821 29%
Private Fund GAV^*	35,259,359 -2%
Avg Account Size	1,777,794 22%
% High Net Worth	10.17% 17%
SMA’s	Yes
Private Funds	6 2
Contact Info	617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count6	GAV$35,259,359

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HALSEYPOINT ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.6b	Total Private Fund GAV3.6b	AUM3.6b	#Funds9
Adviser OBERWEIS ASSET MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund37.7m	Total Private Fund GAV37.7m	AUM3.9b	#Funds1
Adviser PINE RIDGE ADVISERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund49.3m	Total Private Fund GAV49.3m	AUM5.1b	#Funds1
Adviser MCINROY & WOOD LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.5b	#Funds-
Adviser HS MANAGEMENT PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser IPG INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund349.0m	Total Private Fund GAV349.0m	AUM3.8b	#Funds5
Adviser EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC	Hedge Fund20.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.6b	Total Private Fund GAV2.7b	AUM3.6b	#Funds43
Adviser GENTRUST	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5b	#Funds-
Adviser CANTOR FITZGERALD INVESTMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund8.1m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3b	Total Private Fund GAV1.3b	AUM2.4b	#Funds4
Adviser SOUND SHORE MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund24.7m	Total Private Fund GAV24.7m	AUM3.2b	#Funds1

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$144,094,206	% Position6.00%	$ Change34.00%	# Change1.00%
Stck Ticker922042775	Stock NameVANGUARD INTL EQUITY INDEX F	$ Position$132,982,940	% Position5.00%	$ Change11.00%	# Change0.00%
Stck Ticker084670702	Stock NameBERKSHIRE HATHAWAY INC DEL	$ Position$88,128,880	% Position4.00%	$ Change-10.00%	# Change-1.00%
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$102,280,528	% Position4.00%	$ Change3.00%	# Change11.00%
Stck Ticker02079K305	Stock NameALPHABET INC	$ Position$104,366,091	% Position4.00%	$ Change18.00%	# Change4.00%
Stck Ticker032095101	Stock NameAMPHENOL CORP NEW	$ Position$66,036,154	% Position3.00%	$ Change48.00%	# Change-2.00%
Stck Ticker92826C839	Stock NameVISA INC	$ Position$63,345,181	% Position3.00%	$ Change2.00%	# Change1.00%
Stck Ticker30303M102	Stock NameMETA PLATFORMS INC	$ Position$70,793,907	% Position3.00%	$ Change29.00%	# Change1.00%
Stck Ticker67066G104	Stock NameNVIDIA CORPORATION	$ Position$76,471,630	% Position3.00%	$ Change47.00%	# Change1.00%
Stck Ticker78409V104	Stock NameS&P GLOBAL INC	$ Position$54,005,570	% Position2.00%	$ Change2.00%	# Change-1.00%

Brochure Summary

Overview

Firm Description Howland Capital Management LLC was founded as Blackstone Management Corporation in 1967. The name of the firm was changed to Howland Capital Management, Inc. in 1994. In 2012, the firm was restructured under the same ownership and management and is now Howland Capital Management LLC. Howland Capital Management LLC is owned by its partners (i.e. members), none of whom owns more than 25%. Howland Capital Management LLC (HCM) provides personalized, confidential investment management to various types of clients and invests in publicly and privately traded securities. HCM generally provides investment advice to:  Individuals and families  Revocable and irrevocable trusts  Retirement and pension accounts  Custodian accounts and education trusts  Foundations and charitable organizations  Endowments for non-profits  Estates Types of Advisory Services Howland Capital manages client accounts on a separate account basis. HCM’s advisory services vary depending on the needs, objectives, risk tolerance, time horizon and other preferences of the client. Services include:  Determination of financial objectives  Identification of financial obstacles

 Investment management  Financial planning  Estate planning  Private trustee services  Cash flow management  Tax planning  Tax advice and tax return preparation & filing  Insurance review  Education funding  Charitable planning  Environmental Social Governance (ESG) investing Once a prospective client signs an Investment Advisory Agreement and becomes a client, the account opening process begins. As part of the account opening process, the manager’s team develops an in-depth knowledge of the client’s financial situation, which is reflected in the Investment Policy Statement (IPS). As of December 31, 2023, HCM managed $2,776,205,185 on a discretionary basis. Tailored Relationships HCM tailors each client account or set of accounts to the goals and objectives of each client. These goals and objectives are documented in each client’s IPS. The IPS also drives the investment program, which takes into account a client’s tax situation, risk tolerance, time horizon, estate plan, security and asset preferences and restrictions, and other relevant items. As goals and objectives change over time, recommendations are made and implemented on an ongoing basis.

HOWLAND CAPITAL MANAGEMENT LLC

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