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Building 2WINTHROP CAPITAL ADVISORS, LLC

Map pinBOSTON, MA
Phone617-570-4600
NotebookSEC #801-127832
Total AUM
$82.4M
Employees
30
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 LIBERTY SQUARE
9TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
617-570-4600
Other Offices
1

ReceiptFinancials

Total AUM
$82.4M
Accounts
2
Discretionary
$82.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$82.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
GP OF EACH ENTITIY GETS PERFORMANCE BASED FEES NOT ADVISOR

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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