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WINTHROP CAPITAL ADVISORS, LLC

BOSTON, MA · CRD 289487 · IAPD ↗ · 617-570-4600

$82.4MRegulatory AUM
2Advisory reps
30Employees
0Clients
0Planning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
June 2026 — WINTHROP CAPITAL ADVISORS, LLC (BOSTON, MA) left the SEC roster (was $82.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2026 — WINTHROP CAPITAL ADVISORS, LLC reported RAUM down 53% ($174.4M -> $82.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.