Winthrop Capital Management
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 145216
- Registered since
- April 30, 2010
- Website
- www.winthropcm.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Insurance Companies79.21%
- Individuals5.45%
- Pooled Investment Vehicles4.66%
- HNWI4.54%
- Corporations / Businesses4.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Winthrop Capital Management is an independent, SEC-registered registered investment adviser organized as an LLC and in operation since 2010. The firm describes itself as a capital allocator that serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and it also performs manager selection for external advisers. Fee arrangements include asset-based fees, hourly charges and fixed fees. Winthrop identifies as an active ESG investor and engages in roles beyond pure advising, including sponsorship or managing member responsibilities for pooled vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Other50%
- Investment Grade Corp Bonds21%
- Derivatives12%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Adam Coons
Chief Investment OfficerCRD 4905756
James Horrey
Chief Legal CounselCRD 7425687
Contacts
3 of 4
Gregory Hahn
PresidentCRD 1719374
Keith Hanson
Senior Research AnalystCRD 7669372
Emilomo Ohiomah
Senior Operations AnalystCRD 8033610
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 186Active vs passive
$459M in ETFs
100%
$458M
<1%
$918K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $43.7M | 365,715 | 9.52% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 10201 N Illinois St
- Time zone
- ET (UTC-5)
- Office locations
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