Wynkoop LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$135M
Accounts
9
Employees
7
Advisory reps
4

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
150018
Registered since
May 31, 2018
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

FINTRX

Overview

Wynkoop LLC is an SEC-registered investment adviser that began its SEC registration in 2018. Organized as a limited liability company and owned by an individual, the firm operates as a hybrid manager with activities across hedge fund and private equity strategies while also acting as sponsor/GP and managing member for pooled investment vehicles. Its client base is institutional, and its compensation structure combines a percentage-of-assets fee with performance-based fees. Advisory activities explicitly include portfolio management for investment companies and for pooled investment vehicles. Wynkoop is not identified as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth