WYNKOOP LLC
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 150018
- Registered since
- May 31, 2018
- Website
- www.wynkoopfinancial.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies66.11%
- Pooled Investment Vehicles26.37%
- Banking / Thrift Institutions7.52%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wynkoop LLC is an SEC-registered investment manager (registered in 2018) organized as a limited liability company that operates as a multifaceted fund manager. The firm acts as sponsor, general partner and managing member of pooled investment vehicles and specializes in running pooled strategies for institutional clients. Its mandate combines hedge fund and private equity activity with an emphasis on pooled vehicles and investment companies; advisory activities listed include portfolio management for investment companies and for pooled vehicles. The firm’s commercial model mixes a percentage-of-AUM fee schedule with performance-based fees, a common structure for funds where Wynkoop serves in a principal role. Wynkoop is not identified as an active ESG investor, and while it maintains offices in multiple states, its filing classifies it as not a multi-state adviser. Client relationships are institutional in nature and the firm is set up to manage both external third‑party allocations and proprietary pooled strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1Sierra Shirley
Chief Financial OfficerCRD 6937990
Contacts
3 of 3BRANDON JUNDT
Founder & PresidentCRD 5653834
DAVID MYERS
PrincipalCRD 4940355
LELAND ABRAMS
Principal, Fund ManagerCRD 5005616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 5680 Greenwood Plaza Blvd
- Time zone
- MT (UTC-7)
- Office locations
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