AdvisorCensus / Financial advisors / Massachusetts / Boston / Winthrop Square Capital, L.P.
Winthrop Square Capital, L.P. is an SEC-registered investment advisory firm in Boston, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is Winthrop Square Capital, L.P. compensated?
On its Form ADV (Item 5.E, October 2026), Winthrop Square Capital, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Winthrop Square Capital, L.P. located?
Winthrop Square Capital, L.P.'s principal office is in Boston, MA, according to its Form ADV.
Is Winthrop Square Capital, L.P. registered with the SEC or a state?
Winthrop Square Capital, L.P. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321630.
How much does Winthrop Square Capital, L.P. manage?
Winthrop Square Capital, L.P. reports $166,772,846 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).
How have Winthrop Square Capital, L.P.'s assets and staff changed since 2022?
In the Form ADV data for Winthrop Square Capital, L.P.: Regulatory assets under management: $56,088,210 in the October 2022 data and $166,772,846 in the October 2026 data, up 197%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Winthrop Square Capital, L.P. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).
Does Winthrop Square Capital, L.P. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321630
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated February 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$166,772,846 as of October 2026, filing dated February 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $166,772,846 | 4 | February 24, 2026 |
| October 2025 | $165,087,627 | 4 | March 20, 2025 |
| October 2024 | $172,654,932 | 4 | March 22, 2024 |
| October 2023 | $172,810,925 | 4 | September 12, 2023 |
| October 2022 | $56,088,210 | 3 | May 11, 2022 |
Regulatory assets under management: $56,088,210 in the October 2022 data and $166,772,846 in the October 2026 data, up 197%.
Total employees: 3 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Winthrop Square Capital, L.P. (CRD 321630): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/winthrop-square-capital-l-p-boston-ma-321630