WYNKOOP LLC

RIASEC RegisteredEst. 2018
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 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

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

1 of 1
  • Sierra Shirley

    Chief Financial OfficerCRD 6937990

Contacts

3 of 3
  • BRANDON JUNDT

    Founder & PresidentCRD 5653834

  • DAVID MYERS

    PrincipalCRD 4940355

  • LELAND ABRAMS

    Principal, Fund ManagerCRD 5005616

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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