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Winthrop Capital Advisors, LLC

CRD 289487SEC# 801-127832Boston, MA
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No longer SEC-registered. Winthrop Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,982 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$174.4M
Fund GAV
$159.3M
Private funds
4
Employees
30
Accounts
3
Location
Boston, MA

Winthrop Capital Advisors, LLC assets under management

Winthrop Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. It reports $174.4 million in regulatory assets under management and employs 30 people. Winthrop Capital Advisors, LLC manages 4 private funds with combined gross assets of $159.3 million, including Wsref 4000ct Lender LP. By regulatory assets, it ranks 4,982 of 5,911 private fund managers.

Winthrop Capital Advisors, LLC private funds

4 funds · $159.3M GAV
FundTypeGross assetsMin.
Wsref 4000ct Lender LPReal Estate$120.1M
625 Madison S2lp Lender LLCReal Estate$22.3M
Winthrop Strategic Real Estate Fund LPPrivate Equity$16.9M
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Winthrop Capital Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Eric Montague ControlChief Financial OfficerUnder 5%2017
John Garilli ControlPresident And Chief Compliance OfficerUnder 5%2017
Michael Lee Ashner ControlChief Executive OfficerUnder 5%2017
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Frequently asked questions

How much does Winthrop Capital Advisors, LLC manage?

Winthrop Capital Advisors, LLC reports $174.4 million in regulatory assets under management on its Form ADV.

How many private funds does Winthrop Capital Advisors, LLC manage?

Winthrop Capital Advisors, LLC manages 4 private funds with combined gross assets of $159.3 million.

How many employees does Winthrop Capital Advisors, LLC have?

Winthrop Capital Advisors, LLC reports 30 employees.

Where is Winthrop Capital Advisors, LLC located?

Winthrop Capital Advisors, LLC is based in Boston, MA.

Does Winthrop Capital Advisors, LLC disclose fund performance?

Winthrop Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Liberty Square, 9th Floor, Boston, MA 02109
Office hours9 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$174.4M
Non-discretionary$0
Total (RAUM)$174.4M

Service providers