RIA Intel›Advisers›Massachusetts›WINTHROP SQUARE CAPITAL, L.P.

WINTHROP SQUARE CAPITAL, L.P.

Advisory

N·BOSTON, MA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$167M
1-Year AUM Growth
-3.4%
3-Year CAGR
+36.8%
Employees
4
Assets Under Management
Total AUM$167M
Discretionary AUM$167M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingMay 11, 2022
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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