Winthrop Capital Advisors, LLC
Winthrop Capital Advisors, LLC is an SEC-registered asset manager in Boston, MA with $82.4M assets under management (AUM, regulatory AUM), -53% over one year. See who owns Winthrop Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289487, SEC 801-127832, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $82.4M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Boston, MA
- Employees
- 30
- Clients
- 2
- CRD
- 289487
- Ownership
- ASHNER, MICHAEL, LEE; Montague, Eric; WEM-WCP LLC; Garilli, John
How much AUM does Winthrop Capital Advisors, LLC have?
Winthrop Capital Advisors, LLC reported $82.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Winthrop Capital Advisors, LLC?
Disclosed owners and executives of Winthrop Capital Advisors, LLC include ASHNER, MICHAEL, LEE, Montague, Eric, WEM-WCP LLC, Garilli, John. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.