WINTHROP CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 289487
- Registered since
- April 28, 2023
Firm profile
FINTRXOverview
Winthrop Capital Advisors, LLC is an SEC-registered institutional adviser that positions itself as an active manager and sponsor of pooled investment vehicles. The firm is organized as an LLC and registered with the SEC in 2023. Its client base is institutional, and its primary fee model includes a percentage of assets under management alongside other fee arrangements. Winthrop does not identify as an active ESG investor, is not a multi-state adviser, and does not classify itself as a capital allocator. The firm also serves as sponsor, general partner, and managing member for pooled investment vehicles, indicating direct involvement in structuring and operating funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL ASHNER
Chief Executive OfficerCRD 1473939
Eric Montague
CFOCRD 6844915
Contacts
1 of 1John Garilli
PresidentCRD 6844913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 2 Liberty Sq
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WAVECREST MANAGEMENT COMPANY, LLC
Exempt Reporting AdvisorBOSTON, MA
GILDE HEALTHCARE PARTNERS US, INC.
Exempt Reporting AdvisorBOSTON, MA
MVM PARTNERS, LLC
Exempt Reporting AdvisorBOSTON, MA
NYES LEDGE CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorBOSTON, MA
EXCEL VENTURE MANAGEMENT
Exempt Reporting AdvisorBOSTON, MA
LONGWOOD MANAGEMENT LLC
Exempt Reporting AdvisorBOSTON, MA