# 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.

- CRD: 321630
- Filed as: WINTHROP SQUARE CAPITAL, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321630
- AdvisorCensus page: https://advisorcensus.com/firm/winthrop-square-capital-l-p-boston-ma-321630

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $166,772,846
- Discretionary: $166,772,846
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $166,772,846 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- winthropsquarecapital.com
- LinkedIn @winthropsquarecapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $56,088,210 | 3 | May 11, 2022 |
| October 2023 | $172,810,925 | 4 | September 12, 2023 |
| October 2024 | $172,654,932 | 4 | March 22, 2024 |
| October 2025 | $165,087,627 | 4 | March 20, 2025 |
| October 2026 | $166,772,846 | 4 | February 24, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winthrop Square Capital, L.P. (CRD 321630): Form ADV filing data as of October 2026.