AUMdb

The Winthrop Corporation

SEC-registered Investment Adviser CRD 105273 · SEC file 801-2501 · Shelton, CT · WWW.WRIGHTINVESTORS.COM
☆ Save with Pro ADV data as of Mar 16, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
21

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Amit Sharadchandra Khandwala Director, Chairman And Ceo Jul 2018 (8y) ≈ 56.25% – 100% via Khandwala Capital Management, Inc.
Fleming, Michael, J Chief Compliance Officer Aug 2018 (8y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Khandwala Capital Management, Inc. Shareholder Jul 2018 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Amit Sharadchandra Khandwala: 75% – 100% of Khandwala Capital Management, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/16/2026 1.04 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REIMBURSEMENT FOR RESEARCH EXPENSES

Services

  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.

View current Form ADV (SEC/IAPD) ↗