WINTHROP SQUARE CAPITAL, L.P.

RIASEC RegisteredEst. 2022
Total AUM
$167M
Discretionary
$167M
100% of AUM
Avg account
$55.6M
Accounts
3
Employees
4
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
321630
Registered since
June 9, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Winthrop Square Capital, L.P. is a limited partnership organized as a venture capital investment adviser that registers with the SEC (registration year 2022). The firm serves institutional clients and provides portfolio management for pooled investment vehicles; it also functions as an adviser/sponsor and general partner or managing member of pooled vehicles. Ownership is a mix of domestic entities and individuals. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ANTHONY LIMBERIS

    Managing DirectorCRD 6022079

  • DORR BEGNAL

    Managing DirectorCRD 4360753

  • LINDA LYNCH

    Managing DirectorCRD 2438120

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
131 Dartmouth St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth