Winthrop Capital Management

RIASEC Registered

Total AUM

$4B

Discretionary

$4B

100% of AUM

Avg account

$4.8M

Accounts

832

Employees

Advisory reps

Firm details

Headquarters: Carmel, Indiana
CRD number: 145216
Registered since: April 30, 2010
Website: www.winthropcm.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Insurance Companies79.21%
Individuals5.45%
Pooled Investment Vehicles4.66%
HNWI4.54%
Corporations / Businesses4.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Winthrop Capital Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2010) and positions itself as a capital allocator that works with both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, pooled investment vehicles and businesses, and the selection of other advisers; Winthrop also acts as sponsor/GP or managing member for pooled vehicles. Fee arrangements are flexible and include asset-based fees, hourly consulting, and fixed-fee engagements. The firm reports that it incorporates ESG considerations into its investment process.