WINTHROP SQUARE CAPITAL, L.P.

131 Dartmouth Street
3rd Floor
Boston, Massachusetts 02116
Tel: 617-340-7670

About WINTHROP SQUARE CAPITAL, L.P.

WINTHROP SQUARE CAPITAL, LP, formally registered with the SEC as WINTHROP SQUARE CAPITAL, LP. The firm was established in 06/09/2022. They have over 1 offices throughout the country.

WINTHROP SQUARE CAPITAL, L.P. is a Boston, Massachusetts based Financial Planning firm with nearly $172,654,932 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321630
SEC#	801-125848
Assets Managed by Firm	$172,654,932
No. of Clients	3
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$172,654,932

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