|
⚲
|
| Winthrop Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 289487 |
| SEC # | 801-127832 |
| CIK # | |
| AUM | $199.4 MM (2024-03-28) |
| Employees | 30 (7% Investors, 0% Brokers) |
| Phone | 617-570-4600 |
| Address | 2 Liberty Square Boston, MA 02109 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Wsref 4000Ct Lender LP | 2023-03-30 | 134.6 | |
| RE | 625 Madison S2LP Lender LLC | 2022-03-30 | 48.1 | |
| PE | Winthrop Strategic Real Estate Fund LP | 2022-03-30 | 32.4 | |
| RE | Wsref Daytons Building Lender LP | 2022-03-30 | 21.5 | |
| RE | WW AC Ocean WALK Lender 2 LP | 2018-06-29 | 38.4 | |
| RE | WW 1568 Partners LP | 2018-03-29 | 79.5 | |
| RE | WW 4900 Hollywood Lender LP | 2018-03-29 | 15.4 | |
| RE | WW AC Ocean WALK Lender LP | 2018-03-29 | 31.1 | |
| PE | Winthrop-Witkoff Co-Investment Fund LP | 2017-08-10 | 16.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 199.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 199.4 |
| By Discretionary | ||
| Discretionary | 4 | 199.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 199.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 196.4 | |
| Total | 4 | 199.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HEP Partners LLC
✚
|
TX | 0.2 |
|
Natural Capital Management LLC
✚
|
AR | 0.2 |
|
Panorama Point Partners LLC
✚
|
NE | 0.2 |
|
Watermill Management Company LLC
✚
|
MA | 0.2 |
|
Clairmont Capital Group LLC
✚
|
CA | 0.2 |
|
CMR Capital Management LLC
✚
|
CA | 0.2 |
|
Klaff Realty LP
✚
|
IL | 0.2 |
|
Sortis Fund Manager LLC
✚
|
OR | 0.2 |
|
Merit Fund Advisors LLC
✚
|
AL | 0.2 |
|
Lonsdale Investment Management LLC
✚
|
NY | 0.2 |