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Crosswind Investments, LLC (Boston)


Crosswind Investments, LLC is an investment adviser to an investment company based in Boston. It manages $86 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2009.

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Crosswind Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crosswind Investments: assets under management

The assets under management (AUM) of Crosswind Investments, LLC is $86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5328% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Crosswind Investments, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Cowen Group Inc. Owns 18% 1 Apr 2009 Other 87-1702964

Based in Boston

The principal office where Crosswind Investments, LLC performs its advisory services is located at Two International Place, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-861-8012 or by fax 617-737-3018. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.crosswindinvestments.com.


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