Wynwood Capital, LLC
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
FINTRXOverview
Wynwood Capital, LLC is a small SEC‑registered advisory firm (organized as an LLC) that acts primarily as an institutional portfolio manager. The firm is owner‑operated and has been registered since 2016. Its advisory mandate focuses on portfolio management for both individuals/small businesses and for businesses or institutions. Wynwood runs client relationships under a fixed‑fee arrangement and does not identify as an active ESG investor. Investment activity is concentrated in equities, with a clear preference for exchange‑traded instruments as the primary tool for market exposure. All reported assets are managed on a non‑discretionary basis, which implies investment choices are executed with client approval rather than under broad discretionary authority. The firm also employs third‑party alternative managers to extend exposures beyond public markets.
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
- Exchange Traded Equities47%
- Investment Grade Corp Bonds20%
- Non-Investment Grade Corp Bonds11%
- Cash & Cash Equivalents10%
- Sovereign Bonds7%
Contacts
1 of 1Roney Balson
CCOCRD 4619821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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