Windham Capital Management Boston LLC is a large advisory firm based in Cambridge. It manages $7.05 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.
Windham Capital Management Boston provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Windham Capital Management Boston LLC is $7.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 594% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Windham Capital Management Boston LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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 principal office where Windham Capital Management Boston LLC performs its advisory services is located at 5 Revere Street, Cambridge, MA 02138, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-576-7360 or by fax 617-576-7359. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.wcmbllc.com.