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 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

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