Winthrop Partners - Epa, LLC
● SEC registered since 2015CRD 282098SEC# 801-106947Buffalo, NY
Reg. AUM
$82.2M
Employees
5
Accounts
174
Location
Buffalo, NY
Winthrop Partners - Epa, LLC assets under management
Winthrop Partners - Epa, LLC operates as an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2015. It reports $82.2 million in regulatory assets under management and employs 5 people.
Winthrop Partners - Epa, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2023 |
| Robert Brian Werner Control | Co-Managing Member And Cio | 50-75% | 2017 |
| Thomas John Saunders Control | Co-Managing Member & Coo | 50-75% | 2015 |
Frequently asked questions
How much does Winthrop Partners - Epa, LLC manage?
Winthrop Partners - Epa, LLC reports $82.2 million in regulatory assets under management on its Form ADV.
How many employees does Winthrop Partners - Epa, LLC have?
Winthrop Partners - Epa, LLC reports 5 employees.
Where is Winthrop Partners - Epa, LLC located?
Winthrop Partners - Epa, LLC is based in Buffalo, NY and has been SEC-registered since 2015.
Does Winthrop Partners - Epa, LLC disclose fund performance?
Winthrop Partners - Epa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 295 Main Street, Suite 840, Buffalo, NY 14203 |
| Phone | 267-454-4585 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$82.2M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$82.2Mregulatory AUM
Discretionary $82.2M