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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

Recent News

Reported AUM

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

Private Funds



Employees

Brochure Summary

Overview

Winthrop Capital Advisors, LLC (“Winthrop Capital Advisors”, the “Adviser”, “our” or “we”), a Delaware limited liability company, is an investment management firm organized in 2016 to provide investment management services to Winthrop-Witkoff Co-Investment Fund L.P. (the “Primary Fund”), Winthrop Strategic Real Estate Fund L.P. (the “WSRE Fund”, collectively as “clients” or “Funds”) and affiliated funds organized (and to be organized) to co-invest along with the Funds, in real estate-related assets. Winthrop Capital Advisors also provides back office and administrative services to affiliated and unaffiliated companies involved in the real estate business and these services constitute our primary business activity. Winthrop Capital Advisors offers investment advisory services to private funds, including the Funds and affiliated funds organized to co-invest along with the Funds in a particular syndicated co-investment or Investment Vehicle opportunity generally sponsored by the general partner of the Fund or one of its affiliates. Our clients are typically organized as limited partnerships and, as noted below, the Fund General Partner or an affiliate thereof serves as the general partner of each Fund we advise. Winthrop Capital Advisors serves as investment manager or investment adviser to each Fund. We specialize in investments in real estate and real estate-related assets. We do not currently offer advice on investments that are not related (directly or indirectly) to real estate. Typically, our advisory services include identifying and acquiring, on behalf of clients, real estate-related investments
and subsequently managing such assets through disposition. Winthrop Capital Advisors tailors its advisory services in accordance with each Fund’s investment strategy as disclosed in its offering documents [which typically include a private placement memorandum (the “PPM”), partnership agreement and subscription agreement, each of which may be amended and/or supplemented, from time to time]. These offering documents typically contain investment guidelines and/or investment restrictions imposed on the applicable Fund. Our investment professionals formulate investment strategies and render specialized investment advice to each of our clients. All capitalized terms not otherwise defined in this Brochure have the meanings ascribed to them in the appropriate Fund’s offering documents (i.e., limited partnership agreement, Primary Fund PPM, WSRE Fund PPM, etc.) WEM-WCP LLC (“WEM-WCP”), a Delaware limited liability company, directly owns 100% of the Adviser. WEM-WCP is principally owned by Mr. Michael L. Ashner, who is also the Adviser’s Chief Executive Officer. The advisory services offered by Winthrop Capital Advisors are tailored to the requirements of the client’s organization documents and the controlling documents and agreements for any Syndicated Co-Investment or Investment Vehicle, as later defined, opportunities. The Adviser’s investment management activities for their clients and each of the other Funds is subject to the ongoing oversight and review of the Funds General Partners and the general partner for each of the other Funds who will continue to be responsible for setting general policies with respect to each of the Funds.