RIA · CRD 282098SEC-Registered

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Winthrop Partners - EPA

Winthrop Partners - EPA, LLC is an SEC-registered investment adviser in Buffalo, NY, registered since 2015. The firm manages approximately $82 million in...

Winthrop Partners - EPA

Winthrop Partners - EPA, LLC is an SEC-registered investment adviser in Buffalo, NY, registered since 2015. The firm manages approximately $82 million in regulatory assets. It has 5 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Where does the underlying Winthrop family wealth originate?

The Winthrop lineage is one of America's oldest political and financial dynasties, dating to 1630. In its modern form, significant family wealth is attributable to Mitt Romney's career at Bain & Company and Bain Capital, where he served as CEO and led leveraged buyouts of companies including Staples, Domino's Pizza, and The Weather Channel. Additional wealth accumulation occurred through subsequent generations' professional activities and other family enterprises, though the precise sources managed by this specific LLC are not publicly disaggregated.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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