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 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
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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