WINTHROP CAPITAL MANAGEMENT, LLC
Legal name: WINTHROP CAPITAL MANAGEMENT
CRD #145216 SEC #801-71321 CARMEL, IN 317-663-7500
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
25
Clients
25
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.9B | $3.9B | $275.7K | 25 | 0 |
| Jan 2025 | $3.8B | $3.8B | $243.7K | 27 | 0 |
| Mar 2024 | $3.8B | $3.8B | $243.7K | 27 | 0 |
| Mar 2023 | $2.8B | $2.8B | $2.1M | 26 | 0 |
| Mar 2022 | $4.5B | $4.5B | $112.3K | 24 | 0 |
| Aug 2021 | $3.9B | $3.9B | $20.5M | 22 | 100 |
| Mar 2021 | $2.7B | $2.6B | $20.3M | 15 | 100 |
| Nov 2020 | $1.3B | $1.3B | $19.7M | 12 | 100 |
| Jun 2020 | $1.3B | $1.3B | $19.7M | 12 | 100 |
| Apr 2020 | $1.3B | $1.3B | $19.7M | 12 | 100 |
| Aug 2019 | $679.8M | $661.1M | $18.8M | 9 | 100 |
| Mar 2019 | $679.8M | $661.1M | $18.8M | 9 | 100 |
| Feb 2019 | $572.9M | $554.5M | $18.4M | 7 | 100 |
| Oct 2018 | $572.9M | $554.5M | $18.4M | 7 | 100 |
| Mar 2018 | $572.9M | $554.5M | $18.4M | 7 | 100 |
| Sep 2017 | $261.3M | $243.2M | $18.1M | 8 | 200 |
| Mar 2017 | $261.3M | $243.2M | $18.1M | 8 | 200 |
| Jun 2016 | $237.2M | $219.5M | $17.7M | 10 | 175 |
| Apr 2016 | $237.2M | $219.5M | $17.7M | 10 | 175 |
| Apr 2016 | $237.2M | $219.5M | $17.7M | 10 | 175 |
| Mar 2016 | $239.2M | $221.5M | $17.7M | 10 | 175 |
| Dec 2015 | $208.3M | $189.4M | $18.9M | 8 | 168 |
| Jul 2015 | $208.3M | $189.4M | $18.9M | 8 | 168 |
| Mar 2015 | $208.3M | $189.4M | $18.9M | 8 | 168 |
| Mar 2015 | $208.3M | $189.4M | $18.9M | 8 | 168 |
| Sep 2014 | $153.5M | $135.6M | $17.9M | 5 | 150 |
| Mar 2014 | $153.5M | $135.6M | $17.9M | 5 | 150 |
| Nov 2013 | $136.6M | $105.5M | $31.1M | 6 | 150 |
| Jul 2013 | $136.6M | $105.5M | $31.1M | 6 | 150 |
| Mar 2013 | $136.6M | $105.5M | $31.1M | 6 | 150 |
| Mar 2013 | $136.6M | $105.5M | $31.1M | 6 | 150 |
| Sep 2012 | $131.8M | $74.4M | $57.3M | 6 | 26 |
| Aug 2012 | $131.8M | $74.4M | $57.3M | 6 | 26 |
| Apr 2012 | $131.8M | $74.4M | $57.3M | 6 | 26 |
| Mar 2012 | $131.8M | $74.4M | $57.3M | 6 | 26 |
| May 2011 | $100.3M | $40.8M | $59.5M | 10 | -- |
| May 2011 | $100.3M | $40.8M | $59.5M | 10 | -- |
| Mar 2011 | $100.3M | $40.8M | $59.5M | 5 | -- |
| Apr 2010 | $31.3M | $31.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$275.7K
Employees25
Clients0
DateJan 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$243.7K
Employees27
Clients0
DateMar 2024
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$243.7K
Employees27
Clients0
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$2.1M
Employees26
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$112.3K
Employees24
Clients0
DateAug 2021
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$20.5M
Employees22
Clients100
DateMar 2021
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$20.3M
Employees15
Clients100
DateNov 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.7M
Employees12
Clients100
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.7M
Employees12
Clients100
DateApr 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.7M
Employees12
Clients100
DateAug 2019
Total AUM$679.8M
Discretionary$661.1M
Non-Disc.$18.8M
Employees9
Clients100
DateMar 2019
Total AUM$679.8M
Discretionary$661.1M
Non-Disc.$18.8M
Employees9
Clients100
DateFeb 2019
Total AUM$572.9M
Discretionary$554.5M
Non-Disc.$18.4M
Employees7
Clients100
DateOct 2018
Total AUM$572.9M
Discretionary$554.5M
Non-Disc.$18.4M
Employees7
Clients100
DateMar 2018
Total AUM$572.9M
Discretionary$554.5M
Non-Disc.$18.4M
Employees7
Clients100
DateSep 2017
Total AUM$261.3M
Discretionary$243.2M
Non-Disc.$18.1M
Employees8
Clients200
DateMar 2017
Total AUM$261.3M
Discretionary$243.2M
Non-Disc.$18.1M
Employees8
Clients200
DateJun 2016
Total AUM$237.2M
Discretionary$219.5M
Non-Disc.$17.7M
Employees10
Clients175
DateApr 2016
Total AUM$237.2M
Discretionary$219.5M
Non-Disc.$17.7M
Employees10
Clients175
DateApr 2016
Total AUM$237.2M
Discretionary$219.5M
Non-Disc.$17.7M
Employees10
Clients175
DateMar 2016
Total AUM$239.2M
Discretionary$221.5M
Non-Disc.$17.7M
Employees10
Clients175
DateDec 2015
Total AUM$208.3M
Discretionary$189.4M
Non-Disc.$18.9M
Employees8
Clients168
DateJul 2015
Total AUM$208.3M
Discretionary$189.4M
Non-Disc.$18.9M
Employees8
Clients168
DateMar 2015
Total AUM$208.3M
Discretionary$189.4M
Non-Disc.$18.9M
Employees8
Clients168
DateMar 2015
Total AUM$208.3M
Discretionary$189.4M
Non-Disc.$18.9M
Employees8
Clients168
DateSep 2014
Total AUM$153.5M
Discretionary$135.6M
Non-Disc.$17.9M
Employees5
Clients150
DateMar 2014
Total AUM$153.5M
Discretionary$135.6M
Non-Disc.$17.9M
Employees5
Clients150
DateNov 2013
Total AUM$136.6M
Discretionary$105.5M
Non-Disc.$31.1M
Employees6
Clients150
DateJul 2013
Total AUM$136.6M
Discretionary$105.5M
Non-Disc.$31.1M
Employees6
Clients150
DateMar 2013
Total AUM$136.6M
Discretionary$105.5M
Non-Disc.$31.1M
Employees6
Clients150
DateMar 2013
Total AUM$136.6M
Discretionary$105.5M
Non-Disc.$31.1M
Employees6
Clients150
DateSep 2012
Total AUM$131.8M
Discretionary$74.4M
Non-Disc.$57.3M
Employees6
Clients26
DateAug 2012
Total AUM$131.8M
Discretionary$74.4M
Non-Disc.$57.3M
Employees6
Clients26
DateApr 2012
Total AUM$131.8M
Discretionary$74.4M
Non-Disc.$57.3M
Employees6
Clients26
DateMar 2012
Total AUM$131.8M
Discretionary$74.4M
Non-Disc.$57.3M
Employees6
Clients26
DateMay 2011
Total AUM$100.3M
Discretionary$40.8M
Non-Disc.$59.5M
Employees10
Clients--
DateMay 2011
Total AUM$100.3M
Discretionary$40.8M
Non-Disc.$59.5M
Employees10
Clients--
DateMar 2011
Total AUM$100.3M
Discretionary$40.8M
Non-Disc.$59.5M
Employees5
Clients--
DateApr 2010
Total AUM$31.3M
Discretionary$31.3M
Non-Disc.$0
Employees5
Clients--