DOUGLASS WINTHROP ADVISORS LLC
CRD #108680 SEC #801-56993 NEW YORK, NY 212-557-7680
SEC Registered
Total AUM
$5.8B
Discretionary
$5.8B
Employees
34
Clients
--
Accounts
1,292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.8B | $5.8B | $12.5K | 34 | 1 |
| Mar 2024 | $5B | $5B | $505.8K | 34 | 1 |
| Apr 2023 | $4.2B | $4.2B | $19M | 34 | 1 |
| Mar 2023 | $4.2B | $4.2B | $19M | 34 | 1 |
| Dec 2022 | $5B | $5B | $22.5M | 31 | 0 |
| Mar 2022 | $5B | $5B | $22.5M | 31 | 0 |
| Mar 2021 | $4B | $4B | $23.3M | 29 | 0 |
| Jul 2020 | $3.3B | $3.2B | $21.5M | 25 | 0 |
| Jun 2020 | $3.3B | $3.2B | $21.5M | 25 | 0 |
| Mar 2020 | $3.3B | $3.2B | $21.5M | 25 | 0 |
| Mar 2019 | $2.4B | $2.4B | $26.9M | 24 | 0 |
| Jun 2018 | $2.4B | $2.4B | $27.5M | 24 | 0 |
| Mar 2018 | $2.1B | $2.1B | $28.3M | 21 | 0 |
| Mar 2017 | $1.8B | $1.8B | $26.8M | 20 | 500 |
| Jul 2016 | $1.7B | $1.6B | $25.3M | 19 | 500 |
| Mar 2016 | $1.7B | $1.6B | $25.3M | 19 | 500 |
| Mar 2015 | $1.4B | $1.3B | $75.2M | 14 | 400 |
| Dec 2014 | $1.2B | $1.2B | $48.3M | 11 | 400 |
| Mar 2014 | $1.2B | $1.2B | $48.3M | 11 | 400 |
| Oct 2013 | $952.8M | $930.8M | $21.9M | 11 | 350 |
| Mar 2013 | $952.8M | $930.8M | $21.9M | 10 | 350 |
| Apr 2012 | $714M | $692.4M | $21.5M | 6 | 200 |
| Feb 2012 | $714M | $692.4M | $21.5M | 6 | 200 |
| Mar 2011 | $569.7M | $541.8M | $27.9M | 10 | -- |
| Mar 2008 | $241M | $213.1M | $27.9M | 10 | -- |
| Mar 2007 | $232M | $193.3M | $38.7M | 10 | -- |
| Feb 2006 | $211.1M | $175.6M | $35.6M | 10 | -- |
| Nov 2005 | $211.9M | $176.8M | $35.1M | 10 | -- |
| Mar 2004 | $69.4M | $69.4M | $0 | 10 | -- |
| Dec 2003 | $50.5M | $50.5M | $0 | 5 | -- |
| Mar 2002 | $51.3M | $51.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$12.5K
Employees34
Clients1
DateMar 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$505.8K
Employees34
Clients1
DateApr 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$19M
Employees34
Clients1
DateMar 2023
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$19M
Employees34
Clients1
DateDec 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$22.5M
Employees31
Clients0
DateMar 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$22.5M
Employees31
Clients0
DateMar 2021
Total AUM$4B
Discretionary$4B
Non-Disc.$23.3M
Employees29
Clients0
DateJul 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$21.5M
Employees25
Clients0
DateJun 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$21.5M
Employees25
Clients0
DateMar 2020
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$21.5M
Employees25
Clients0
DateMar 2019
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$26.9M
Employees24
Clients0
DateJun 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.5M
Employees24
Clients0
DateMar 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$28.3M
Employees21
Clients0
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$26.8M
Employees20
Clients500
DateJul 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$25.3M
Employees19
Clients500
DateMar 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$25.3M
Employees19
Clients500
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$75.2M
Employees14
Clients400
DateDec 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$48.3M
Employees11
Clients400
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$48.3M
Employees11
Clients400
DateOct 2013
Total AUM$952.8M
Discretionary$930.8M
Non-Disc.$21.9M
Employees11
Clients350
DateMar 2013
Total AUM$952.8M
Discretionary$930.8M
Non-Disc.$21.9M
Employees10
Clients350
DateApr 2012
Total AUM$714M
Discretionary$692.4M
Non-Disc.$21.5M
Employees6
Clients200
DateFeb 2012
Total AUM$714M
Discretionary$692.4M
Non-Disc.$21.5M
Employees6
Clients200
DateMar 2011
Total AUM$569.7M
Discretionary$541.8M
Non-Disc.$27.9M
Employees10
Clients--
DateMar 2008
Total AUM$241M
Discretionary$213.1M
Non-Disc.$27.9M
Employees10
Clients--
DateMar 2007
Total AUM$232M
Discretionary$193.3M
Non-Disc.$38.7M
Employees10
Clients--
DateFeb 2006
Total AUM$211.1M
Discretionary$175.6M
Non-Disc.$35.6M
Employees10
Clients--
DateNov 2005
Total AUM$211.9M
Discretionary$176.8M
Non-Disc.$35.1M
Employees10
Clients--
DateMar 2004
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--