|
⚲
|
| Keyboard |
| Winthrop Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 289487 |
| SEC # | 801-127832 |
| CIK # | |
| AUM | 82.4 M (2026-03-30) |
| Employees | 30 (7% Investors, 0% Brokers) |
| Phone | 617-570-4600 |
| Address | 2 Liberty Square Boston, MA 02109 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Wsref 4000CT Lender LP | 2023-03-30 | 27.4 M | |
| RE | 625 Madison S2LP Lender LLC | 2022-03-30 | ||
| PE | Winthrop Strategic Real Estate Fund LP | 2022-03-30 | 0.6 M | |
| RE | Wsref Daytons Building Lender LP | 2022-03-30 | ||
| RE | WW AC Ocean Walk Lender 2 LP | 2018-06-29 | 38.4 M | |
| RE | WW 1568 Partners LP | 2018-03-29 | 79.5 M | |
| RE | WW 4900 Hollywood Lender LP | 2018-03-29 | 15.4 M | |
| RE | WW AC Ocean Walk Lender LP | 2018-03-29 | 31.1 M | |
| PE | Winthrop-Witkoff Co-Investment Fund LP | 2017-08-10 | 16.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 82.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 82.4 |
| By Discretionary | ||
| Discretionary | 2 | 82.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 82.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 81.6 | |
| Total | 2 | 82.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clairmont Capital Group LLC
✚
|
CA | 160.3 M |
|
Quartus Investment Advisors LLC
✚
|
NY | 155.1 M |
|
Cordoba Capital Partners LLC
✚
|
NY | 152.6 M |
|
Raven Capital Management LLC
✚
|
NY | 139.3 M |
|
MCM Advisers LP
✚
|
CA | 118.4 M |
|
Hunt Investment Management LLC
✚
|
NY | 117.7 M |
|
Rioblanco Capital LLC
✚
|
PR | 114.3 M |
|
CMS Fund Advisers LLC
✚
|
PA | |
|
Pear Tree Partners LP
✚
|
MA | |
|
One Funds LLC
✚
|
CO |