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Manager, Member, Portfolio Manager · Leeward Investments

Jay C. Willadsen

CRD 6655152 · Named on Form ADV at one SEC-registered adviser

At a glance

Leeward Investments, an SEC-registered asset manager based in Boston, MA with $2.9 billion in regulatory assets, lists Jay C. Willadsen on its Form ADV as Manager, Member, Portfolio Manager, a control person.

Firms and roles

  • Leeward InvestmentsManager, Member, Portfolio ManagerAsset manager · Boston, MA · $2.9B in regulatory assets

AtlasMembers

Jay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Jay on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.