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Adviser Profile

Registration status Registration Changed to WINTHROP CAPITAL ADVISORS, LLC
As of Date 03/27/2020
Adviser Type - Large advisory firm
Number of Employees 26 -21.21%
of those in investment advisory functions 2
AUM* 193,640,000
of that, discretionary 193,640,000
Private Fund GAV* 0
Avg Account Size 96,820,000
SMA’s No
Private Funds 0 2

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
194M 166M 138M 111M 83M 55M 28M
2018 2019 2020

Private Funds



Employees

Brochure Summary