← Back to searchVisit website
WINTHROP CAPITAL MANAGEMENT
WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216 · SEC 801-71321
10201 N ILLINOIS STREET, SUITE 450, CARMEL, IN, 46290, United States
Phone
317-663-7500
Fax
317-663-7501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.97B
Discretionary AUM
$3.97B
Team
29 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 406 | $216.5M |
| High net worth individuals | 60 | $180.6M |
| Pooled investment vehicles | 1 | $185.4M |
| Pension/profit sharing plans | 10 | $62.6M |
| Charitable organizations | 7 | $9.3M |
| Insurance companies | 25 | $3.15B |
| Corporations/business entities | 20 | $171.8M |
States served
CA, GA, IL, IN, MI, NY, NC, OH, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD