# WINTHROP CAPITAL MANAGEMENT, LLC

WINTHROP CAPITAL MANAGEMENT, LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 145216
- Type: SEC-registered investment adviser
- SEC file number: 801-71321
- Location: 10201 N ILLINOIS STREET, SUITE 450, CARMEL, IN, 46290
- Phone: 317-663-7500
- Latest filing: 2026-03-27
- Regulatory AUM: $4.0B
- Discretionary AUM: $4.0B
- Clients: 29
- Accounts: 832

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Chandra R Patel | MANAGING DIRECTOR | — |
| Gregory James Hahn | CO-CHIEF INVESTMENT OFFICER; PRESIDENT | — |
| James Bryan Horrey | CHIEF COMPLIANCE OFFICER | — |
| Adam C Coons | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| Emilomo Ohiomah | CHIEF OPERATIONS OFFICER | — |
| SWHEAR JOHN CARL | CHIEF COMPLIANCE OFFICER | — |
| KURZAWA AUDREY L | CHIEF COMPLIANCE OFFICER | — |
| BAYLEY LOWRY HINCH | BOARD MEMBER, DIRECTOR; CHAIRMAN OF THE BOARD, DIRECTOR | — |
| HAHN GREGORY JAMES | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; PRESIDENT (+3 more) | — |
| DICKSON JAMES R | BOARD MEMBER, DIRECTOR, PRESIDENT | — |
| BAYLEY MARK F | TRUSTEE | — |
| BAYLEY-YOUNG CHERYL A | TRUSTEE | — |
| COOKE BRIAN FORREST | BOARD MEM | — |
| COOKE JOHN CHRISTOPHER | BOARD MEMBER, DIRECTOR | — |
| CHASE KEVIN PAUL | CHIEF COMPLIANCE OFFICER | — |
| Horrey James Bryan | CHIEF COMPLIANCE OFFICER | — |
| COONS ADAM C | PORTFOLIO MANAGER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| DACIAN MASTER FUND LP | Other Private Fund | Delaware | 1 | $185.4M | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145216/similar
- Related entities: https://search.stillhousedata.com/firm/145216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.