Wynwood Capital, LLC

RIASEC RegisteredEst. 2016
Total AUM
$139M
Discretionary
$0
0% of AUM
Avg account
$19.8M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
284493
Registered since
July 19, 2016
Fee structure
Fixed Fees
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wynwood Capital, LLC is an SEC-registered limited liability company that began advisory activity in 2016. The firm is structured as an institutional registered investment adviser owned by an individual and operates on a fixed-fee model. Its advisory scope includes portfolio management for both individuals/small businesses and for businesses or institutional clients. Wynwood does not identify as an active ESG investor, and it is not registered as a multi-state adviser or a pension consultant. Although Wynwood is not classified as a capital allocator, its client services include deploying capital into external managers and funds (see Investments & Alternatives below). The firm’s model appears oriented toward serving a narrow set of institutional relationships rather than a broad retail channel.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 47%, Investment Grade Corp Bonds 20%, Non-Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 10%, Sovereign Bonds 7%, US Government Bonds 5%47%
  • Exchange Traded Equities47%
  • Investment Grade Corp Bonds20%
  • Non-Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents10%
  • Sovereign Bonds7%

Contacts

1 of 1
  • Roney Balson

    CCOCRD 4619821

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth