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| Happy Holidays!! thanks for using AUM13F!! |
| Winthrop Capital Management LLC
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| CRD # | 145216 |
| SEC # | 801-71321 |
| CIK # | 0002010657 |
| AUM | $3.9 B (2025-03-26) |
| Employees | 25 (32% Investors, 0% Brokers) |
| Phone | 317-663-7500 |
| Address | 10201 N Illinois Street Carmel, IN 46290 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Holdings by Sector ($M) |
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Dacian Master Fund LP | 2025-03-26 | 290.8 | |
| PE | Chatham - AIT NPE LLC | [2016-03-04] | 0.8 | 2.0 |
| VC | Chatham Venture Partners LLC | [2014-03-26] | 0.0 | 0.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 0.2 |
| (b) Individuals (high net worth individuals) | 63 | 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 | 0.3 |
| (g) Pension and profit sharing plans | 10 | 0.1 |
| (h) Charitable organizations | 9 | 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 | 10 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 3.9 |
| By Discretionary | ||
| Discretionary | 514 | 3.9 |
| Non-Discretionary | 3 | 0.0 |
| Total | 517 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 517 | 3.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Gregory Hahn | 24 | ||
| Ryan Pfenninger | 7 | ||
| James Jay | 5 | ||
| Greg Hahn | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010657] |
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