Winthrop Advisory is an investment advisor in Boston with $1.85 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820994658
SEC advisor number
801-110461
FINRA CRD number
288178
AUM ?
$1.85 bn
(as of 15 Nov 22)
Accounts
2,358
(as of 15 Nov 22)
Employees
22
(18 investment advisory or research)
Address
Winthrop Advisory
109 STATE STREET
2ND FLOOR
BOSTON
MA 02109
109 STATE STREET
2ND FLOOR
BOSTON
MA 02109
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
6175301010
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
ST. Onge, PPC, Richard, Charles | Chief Compliance Officer | 04/2017 | < 5% |
Winthrop, Mark, Steven | Managing Member | 04/2017 | 50-75% |
Winthrop, Earl, Bryan | Managing Member | 04/2017 | 25-50% |
Winthrop, Lucas, Alexander | Chief Operating Officer | 04/2017 | < 5% |
Winthrop, Max, Gustav | Chief Executive Officer | 04/2017 | < 5% |
Banchick, Michael, G. | Chief Technology Officer | 04/2017 | < 5% |
Murphy, Andrew, Joseph | Co-chief Investment Officer | 02/2021 | < 5% |
Winthrop Family Irrevocable Trust | Trust | 12/2020 | 25-50% |
Winthrop, Lucas, Alexander | Trustee | 12/2020 | |
Winthrop, Max, Gustav | Trustee | 12/2020 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22