| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2023 |
| Robert Brian Werner Control | Co-Managing Member And Cio | 50-75% | 2017 |
| Thomas John Saunders Control | Co-Managing Member & Coo | 50-75% | 2015 |
Winthrop Partners - Epa, LLC reports $59.8 million in regulatory assets under management on its Form ADV.
Winthrop Partners - Epa, LLC reports 4 employees.
Winthrop Partners - Epa, LLC is based in Buffalo, NY and has been SEC-registered since 2015.
Winthrop Partners - Epa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 295 Main Street, Suite 840, Buffalo, NY 14203 |
| Phone | 267-454-4585 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $59.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $59.8M |