Winthrop Capital Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $237M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wsref 4000 Ct Lender Lp | Real Estate Fund | Delaware | $135M | 20 |
| 625 Madison S2 Lp Lender Llc | Real Estate Fund | Delaware | $48.1M | 4 |
| Winthrop Strategic Real Estate Fund Lp | Private Equity Fund | Delaware | $32.4M | 31 |
| Wsref Daytons Building Lender Lp | Real Estate Fund | Delaware | $21.5M | 21 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ashner, Michael, Lee | Chief Executive Officer | Feb 2017 (10y) | ≈ 56.25% – 100% via Wem Wcp Llc | |
| Garilli, John | President And Chief Compliance Officer | Feb 2017 (10y) | Less than 5% | |
| Montague, Eric | Chief Financial Officer | Jun 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wem Wcp Llc | Member | Feb 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ashner, Michael, Lee: 75% – 100% of Wem Wcp Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $237M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wsref 4000 Ct Lender Lp | Real Estate Fund | $135M | $0 | 20 |
| 625 Madison S2 Lp Lender Llc | Real Estate Fund | $48.1M | $0 | 4 |
| Winthrop Strategic Real Estate Fund Lp | Private Equity Fund | $32.4M | $0 | 31 |
| Wsref Daytons Building Lender Lp | Real Estate Fund | $21.5M | $0 | 21 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 888 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗