other names
  • WINTHROP CAPITAL ADVISORS, LLC

Adviser Profile

As of Date 03/27/2020
Registration status Registration Changed to WINTHROP CAPITAL ADVISORS, LLC
ADV Location BOSTON, MA, United States
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

Adviser Type

- Large advisory firm

Number of Employees 26

of those in investment advisory functions 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

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

Private Funds

Employees

Brochure Summary