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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

WINTHROP CAPITAL ADVISORS, LLC

CRD 289487

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eee0eab5-9d23-85fa-30aa-f23e8efeb719

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 4
Observed: Jun 29, 2018 to Mar 30, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Winthrop Capital Advisors, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Winthrop Capital Advisors, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Winthrop Capital Advisors, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Winthrop Capital Advisors, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $82.4MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $82.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 30
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-127832
CRD: 289487
Filings on the tape: 8
First filed: Jun 29, 2018
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WSREF 4000CT LENDER LP	Real Estate Fund	$135M	Mar 28, 2024	20	Mar 30, 2023	reported	n/a
WW 1568 PARTNERS, LP	Real Estate Fund	$79.5M	Jun 29, 2018	6	Mar 29, 2018	dropped	n/a
625 MADISON S2LP LENDER LLC	Real Estate Fund	$48.1M	Mar 28, 2024	4	Mar 30, 2022	reported	n/a
WW AC OCEAN WALK LENDER 2, L.P.	Real Estate Fund	$38.7M	Mar 31, 2021	12	Jun 29, 2018	dropped	n/a
WINTHROP STRATEGIC REAL ESTATE FUND LP	Private Equity Fund	$32.4M	Mar 28, 2024	31	Mar 30, 2022	reported	n/a
WW AC OCEAN WALK LENDER, LP	Real Estate Fund	$31.1M	Apr 5, 2018	11	Mar 29, 2018	dropped	n/a
WSREF DAYTONS BUILDING LENDER LP	Real Estate Fund	$21.5M	Mar 28, 2024	21	Mar 30, 2022	reported	n/a
WW 4900 HOLLYWOOD LENDER, LP	Real Estate Fund	$15.4M	Jun 29, 2018	6	Mar 29, 2018	dropped	n/a
WINTHROP-WITKOFF CO-INVESTMENT FUND L.P.	Private Equity Fund	$8.1M	Mar 31, 2021	17	Aug 10, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASHNER, MICHAEL, LEE	MEMBER AND MANAGING MEMBER	E	yes	02/2017	Jun 29, 2018	Mar 28, 2024
ASHNER, MICHAEL, LEE	CHIEF EXECUTIVE OFFICER	Na	yes	02/2017	Jun 29, 2018	Mar 28, 2024
Garilli, John	PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	02/2017	Jun 29, 2018	Mar 28, 2024
Montague, Eric	CHIEF FINANCIAL OFFICER	Na	yes	06/2017	Jun 29, 2018	Mar 28, 2024
WEM-WCP LLC	Member	E	yes	02/2017	Jun 29, 2018	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W3 REAL ESTATE DEBT FUND GP LLC	n/a	n/a	n/a	N	yes	n/a
WINTHROP STRATEGIC REAL ESTATE FUND GP LLC	n/a	n/a	n/a	N	yes	n/a
WSREF 4000CT LENDER GP LLC	n/a	n/a	n/a	N	yes	n/a
WSREF DAYTONS BUILDING GP LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Jericho	NY	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$82.4M	$82.4M	30	2	1	3	n/a
2024	Mar 31, 2025	$174M	$174M	30	2	1	4	n/a
2023	Mar 28, 2024	$199M	$199M	30	2	1	4	$237M
2022	Mar 31, 2023	$199M	$199M	30	2	1	4	$205M
2019	Mar 27, 2020	$194M	$194M	26	2	1	2	$54.7M
2018	Mar 25, 2019	$194M	$194M	33	2	1	2	$52.9M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$82.4M	$174M	-52.7%	$199M	-25.5%	30	30	1	1

Relationships

Advises (9)

→ WSREF DAYTONS BUILDING LENDER LPPrivate fundReal Estate Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ WSREF 4000CT LENDER LPPrivate fundReal Estate Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ 625 MADISON S2LP LENDER LLCPrivate fundReal Estate Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ WINTHROP STRATEGIC REAL ESTATE FUND LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ WINTHROP-WITKOFF CO-INVESTMENT FUND L.P.Private fundPrivate Equity Fund, ERA, no longer reported
Aug 10, 2017 to Mar 31, 2021factForm ADV
→ WW AC OCEAN WALK LENDER 2, L.P.Private fundReal Estate Fund, ERA, no longer reported
Jun 29, 2018 to Mar 31, 2021factForm ADV
→ WW 1568 PARTNERS, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 29, 2018 to Jun 29, 2018factForm ADV
→ WW 4900 HOLLYWOOD LENDER, LPPrivate fundReal Estate Fund, IA, no longer reported
Mar 29, 2018 to Jun 29, 2018factForm ADV
→ WW AC OCEAN WALK LENDER, LPPrivate fundReal Estate Fund, ERA, no longer reported
Mar 29, 2018 to Apr 5, 2018factForm ADV

Controls (4)

← ASHNER, MICHAEL, LEEOwnerMEMBER AND MANAGING MEMBER, ownership code E, individual
Jun 29, 2018 to Mar 28, 2024factForm ADV
← Garilli, JohnOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 29, 2018 to Mar 28, 2024factForm ADV
← Montague, EricOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 29, 2018 to Mar 28, 2024factForm ADV
← WEM-WCP LLCOwnerMEMBER, ownership code E, domestic entity
Jun 29, 2018 to Mar 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 29, 2018
First Form ADV filing
Winthrop Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jun 1, 2026
Winthrop Capital Advisors, Llc no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $82.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eee0eab5-9d23-85fa-30aa-f23e8efeb719
First observed: Jun 29, 2018
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WINTHROP CAPITAL ADVISORS, LLC

CRD 289487

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eee0eab5-9d23-85fa-30aa-f23e8efeb719

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:15 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WSREF 4000CT LENDER LP

Real Estate Fund

$135M

Mar 28, 2024

Mar 30, 2023

reported

n/a

WW 1568 PARTNERS, LP

Real Estate Fund

$79.5M

Jun 29, 2018

Mar 29, 2018

dropped

n/a

625 MADISON S2LP LENDER LLC

Real Estate Fund

$48.1M

Mar 28, 2024

Mar 30, 2022

reported

n/a

WW AC OCEAN WALK LENDER 2, L.P.

Real Estate Fund

$38.7M

Mar 31, 2021

Jun 29, 2018

dropped

n/a

WINTHROP STRATEGIC REAL ESTATE FUND LP

Private Equity Fund

$32.4M

Mar 28, 2024

Mar 30, 2022

reported

n/a

WW AC OCEAN WALK LENDER, LP

Real Estate Fund

$31.1M

Apr 5, 2018

Mar 29, 2018

dropped

n/a

WSREF DAYTONS BUILDING LENDER LP

Real Estate Fund

$21.5M

Mar 28, 2024

Mar 30, 2022

reported

n/a

WW 4900 HOLLYWOOD LENDER, LP

Real Estate Fund

$15.4M

Jun 29, 2018

Mar 29, 2018

dropped

n/a

WINTHROP-WITKOFF CO-INVESTMENT FUND L.P.

Private Equity Fund

$8.1M

Mar 31, 2021

Aug 10, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHNER, MICHAEL, LEE

MEMBER AND MANAGING MEMBER

yes

02/2017

Jun 29, 2018

Mar 28, 2024

ASHNER, MICHAEL, LEE

CHIEF EXECUTIVE OFFICER

yes

02/2017

Jun 29, 2018

Mar 28, 2024

Garilli, John

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

02/2017

Jun 29, 2018

Mar 28, 2024

Montague, Eric

CHIEF FINANCIAL OFFICER

yes

06/2017

Jun 29, 2018

Mar 28, 2024

WEM-WCP LLC

Member

yes

02/2017

Jun 29, 2018

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

W3 REAL ESTATE DEBT FUND GP LLC

n/a

yes

n/a

WINTHROP STRATEGIC REAL ESTATE FUND GP LLC

n/a

yes

n/a

WSREF 4000CT LENDER GP LLC

n/a

yes

n/a

WSREF DAYTONS BUILDING GP LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Jericho

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$82.4M

n/a

2024

Mar 31, 2025

$174M

n/a

2023

Mar 28, 2024

$199M

$237M

2022

Mar 31, 2023

$199M

$205M

2019

Mar 27, 2020

$194M

$54.7M

2018

Mar 25, 2019

$194M

$52.9M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$82.4M

$174M

-52.7%

$199M

-25.5%