Wynkoop LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$135M
Accounts
9
Employees
7
Advisory reps
4

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
150018
Registered since
May 31, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies66.11%
  • Pooled Investment Vehicles26.37%
  • Banking / Thrift Institutions7.52%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wynkoop LLC is an SEC-registered limited liability company that began registration in 2018 and is owned by an individual. The firm is positioned as a multifaceted manager that operates hedge fund and private equity vehicles and also serves as sponsor/GP/managing member for pooled investment vehicles. Its clients are institutional, and it provides portfolio management for investment companies and for pooled investment vehicles. Compensation combines percentage-of-assets fees with performance-based fees, reflecting the firm’s active manager role across private funds. The firm is not described as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The regulatory and business footprints indicate a hands-on manager that runs proprietary pooled vehicles rather than acting primarily as third-party allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

2 of 2
  • Brandon Jundt

    Brandon Jundt

    CEOCRD 5653834

  • Sierra Shirley

    Sierra Shirley

    Chief Financial OfficerCRD 6937990

Contacts

2 of 2
  • David Myers

    PrincipalCRD 4940355

  • Leland Abrams

    Leland Abrams

    Principal, Fund ManagerCRD 5005616

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
5680 Greenwood Plaza Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth