WINTHROP PARTNERS - EPA, LLC
CRD #282098 SEC #801-106947 BUFFALO, NY 267-454-4585
SEC Registered
Total AUM
$59.8M
Discretionary
$59.8M
Employees
4
Clients
0
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $59.8M | $59.8M | $0 | 4 | 0 |
| Mar 2025 | $59.8M | $59.8M | $0 | 4 | 0 |
| Mar 2024 | $42.2M | $42.2M | $0 | 4 | 0 |
| Mar 2023 | $32.9M | $32.9M | $0 | 3 | 0 |
| May 2022 | $33.6M | $32.9M | $625.6K | 4 | 0 |
| Mar 2022 | $33.6M | $32.9M | $625.6K | 4 | 0 |
| Mar 2021 | $23.9M | $23.9M | $0 | 5 | 0 |
| Jul 2020 | $17.9M | $17.9M | $0 | 5 | 0 |
| Jun 2020 | $17.9M | $17.9M | $0 | 5 | 0 |
| Jun 2020 | $17.9M | $17.9M | $0 | 5 | 0 |
| Mar 2020 | $17.9M | $17.9M | $0 | 5 | 0 |
| Feb 2019 | $10.8M | $10.8M | $0 | 3 | 0 |
| Jun 2018 | $3M | $3M | $0 | 2 | 0 |
| May 2018 | $3M | $3M | $0 | 2 | 0 |
| Jan 2018 | $3M | $3M | $0 | 2 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$42.2M
Discretionary$42.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$33.6M
Discretionary$32.9M
Non-Disc.$625.6K
Employees4
Clients0
DateMar 2022
Total AUM$33.6M
Discretionary$32.9M
Non-Disc.$625.6K
Employees4
Clients0
DateMar 2021
Total AUM$23.9M
Discretionary$23.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$10.8M
Discretionary$10.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0