# WINDWARD INVESTMENT MANAGEMENT INC

WINDWARD INVESTMENT MANAGEMENT INC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 109405
- Type: SEC-registered investment adviser
- SEC file number: 801-57508
- Location: 60 STATE STREET, SUITE 3600, BOSTON, MA, 02109
- Phone: 617-241-8600
- Latest filing: 2010-05-25
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.4B
- Non-discretionary AUM: $44.0M
- Clients: 11
- Accounts: 6,261

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| PHILLIPS RICHARD ROBERT | EVP & CHIEF TECHNOLOGY OFFICER; EXECUTIVE VICE PRESIDENT & CHIEF TECHNOLOGY OFFICER | — |
| CUCCHIARO STEPHEN JOSEPH | PRESIDENT | — |
| CROSIER LOUIS PYLE | MANAGING PRINCIPAL; PRINCIPAL | — |
| KAMPF DENISE LYNN | DIRECTOR OF OPERATIONS AND CLIENT SERVICE; DIR OF OPS & CLIENT SVC/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR OF OPS & CLIENT SVC/CHIEF COMPLIANCE OFFICER | — |
| CUCCHIARO STEPHEN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109405/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109405/similar
- Related entities: https://search.stillhousedata.com/firm/109405/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109405

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.