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| Winthrop Capital Management LLC
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|---|---|
| CRD # | 145216 |
| SEC # | 801-71321 |
| CIK # | 0002010657 |
| AUM | 3,973.9 M (2026-03-27) |
| Employees | 29 (31% Investors, 0% Brokers) |
| Phone | 317-663-7500 |
| Address | 10201 N Illinois Street Carmel, IN 46290 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Dacian Master Fund LP | 2025-03-26 | 185.4 M | |
| PE | Chatham - AIT NPE LLC | [2016-03-04] | 0.8 M | 2.0 M |
| Offered $2,000,000 · Filed 2015-04-09 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $1,150,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Chatham Venture Partners LLC | [2014-03-26] | 0.6 M | |
| Offered $20,000,000 · Filed 2014-01-23 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $20,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 0.2 |
| (b) Individuals (high net worth individuals) | 60 | 0.2 |
| (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 | 1 | 0.2 |
| (g) Pension and profit sharing plans | 10 | 0.1 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 25 | 3.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 4.0 |
| By Discretionary | ||
| Discretionary | 832 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 832 | 4.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gregory Hahn | Executive Officer | 24 | 2 | |
| Ryan Pfenninger | Executive Officer | 7 | 2 | |
| James Jay | Executive Officer | 5 | 2 | |
| Greg Hahn | Promoter | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010657] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| LEI | 254900FKE6OHXHXMTW97 |
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