Winthrop Capital Advisors, LLC
CRD 289487SEC# 801-127832Boston, MA
No longer SEC-registered. Winthrop Capital Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,769 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$82.4M
Fund GAV
$28M
Private funds
3
Employees
30
Accounts
2
Location
Boston, MA
Winthrop Capital Advisors, LLC assets under management
Winthrop Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. It reports $82.4 million in regulatory assets under management and employs 30 people. Winthrop Capital Advisors, LLC manages 3 private funds with combined gross assets of $28 million, including Wsref 4000ct Lender LP. By regulatory assets, it ranks 5,769 of 6,004 private fund managers.
Winthrop Capital Advisors, LLC private funds
3 funds · $28M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wsref 4000ct Lender LP | Real Estate | $27.4M | — |
| Winthrop Strategic Real Estate Fund LP | Private Equity | $621K | — |
| 625 Madison S2lp Lender LLC | Real Estate | — | — |
Winthrop Capital Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Montague Control | Chief Financial Officer | Under 5% | 2017 |
| John Garilli Control | President And Chief Compliance Officer | Under 5% | 2017 |
| Michael Lee Ashner Control | Chief Executive Officer | Under 5% | 2017 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Winthrop Capital Advisors, LLC manage?
Winthrop Capital Advisors, LLC reports $82.4 million in regulatory assets under management on its Form ADV.
How many private funds does Winthrop Capital Advisors, LLC manage?
Winthrop Capital Advisors, LLC manages 3 private funds with combined gross assets of $28 million.
How many employees does Winthrop Capital Advisors, LLC have?
Winthrop Capital Advisors, LLC reports 30 employees.
Where is Winthrop Capital Advisors, LLC located?
Winthrop Capital Advisors, LLC is based in Boston, MA.
Does Winthrop Capital Advisors, LLC disclose fund performance?
Winthrop Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Liberty Square, 9th Floor, Boston, MA 02109 |
| Office hours | 9 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$82.4M▼ 53%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
AUM vs fund managersTop 96%
Larger than 4% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$82.4Mregulatory AUM
Discretionary $82.4M
Fund type mix
Real Estate2
Private Equity1
Service providers
Auditor
Custodian