Investment adviser · CRD 289487
WINTHROP CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $82.4M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $82,439,700 | 100.0% |
Filing source
Form ADV 2064001 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WSREF 4000CT LENDER LPReal Estate Fund · Last reported Mar 30, 2026$27.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-4180863807
- Reported beneficial owners
- 20
- Minimum commitment
- $0
Form ADV 2064001 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WINTHROP STRATEGIC REAL ESTATE FUND LPPrivate Equity Fund · Last reported Mar 30, 2026$621KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
JEFFERIES LLC
SEC 8-15074
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-6892415430
- Reported beneficial owners
- 31
- Minimum commitment
- $0
Form ADV 2064001 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
625 MADISON S2LP LENDER LLCReal Estate Fund · Last reported Mar 30, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-6029018950
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 2064001 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WW 1568 PARTNERS, LPReal Estate Fund · Last reported Jun 29, 2018$79.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
IMOWITZ, KOENIG & CO.
PCAOB 550
Fund details & source
- Fund ID
- 805-9987760619
- Reported beneficial owners
- 6
- Minimum commitment
- $0
Form ADV 1206932 · Jun 29, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WW AC OCEAN WALK LENDER 2, L.P.Real Estate Fund · Last reported Mar 31, 2021$38.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
Fund details & source
- Fund ID
- 805-9540000513
- Reported beneficial owners
- 12
- Minimum commitment
- $0
Form ADV 1525098 · Mar 31, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WW AC OCEAN WALK LENDER, LPReal Estate Fund · Last reported Apr 5, 2018$31.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
IMOWITZ, KOENIG & CO.
PCAOB 550
Fund details & source
- Fund ID
- 805-1239300185
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 1206691 · Apr 5, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WW 4900 HOLLYWOOD LENDER, LPReal Estate Fund · Last reported Jun 29, 2018$15.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
IMOWITZ, KOENIG & CO.
PCAOB 550
Fund details & source
- Fund ID
- 805-7731251731
- Reported beneficial owners
- 6
- Minimum commitment
- $0
Form ADV 1206932 · Jun 29, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
2 LIBERTY SQUARE, 9TH FLOORBOSTON, MA, 02109, United States
CRD 289487
Filing source
Form ADV 2064001 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.