WINTHROP PARTNERS - EPA, LLC · Tank Allocator Loader

← Back to list

WINTHROP PARTNERS - EPA, LLC

UUID3c6d394e-3327-5c46-8332-184414230489

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	282098	282098	—	1.0
sec_file_number	801-106947	801-106947	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/WINTHROPPARTNERSWNY

HQ CityBUFFALO

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)59,785,081.0
RAUM (discretionary)59,785,081.0
Actionable assets37,777,873.0
Accounts127.0

Institutional Clients

Government AUM—
Pension AUM7,406,523.0
Charitable AUM1,887,637.0
HNW AUM28,483,713.0

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
SAUNDERS, THOMAS, JOHN	CO-MANAGING MEMBER & COO	OFFICER	—	{"filing_id": "2014102", "owner_id": "2854359", "source": "adv_part1", "table": "Schedule_A_B"}
WERNER, ROBERT, BRIAN	CO-MANAGING MEMBER AND CIO	OFFICER	—	{"filing_id": "2014102", "owner_id": "4910211", "source": "adv_part1", "table": "Schedule_A_B"}
CHRISTOPHER, KELLY, MELISSA	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2014102", "owner_id": "6000499", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

SAUNDERS, THOMAS, JOHN

CO-MANAGING MEMBER & COO

OFFICER

—

{"filing_id": "2014102", "owner_id": "2854359", "source": "adv_part1", "table": "Schedule_A_B"}

WERNER, ROBERT, BRIAN

CO-MANAGING MEMBER AND CIO

OFFICER

—

{"filing_id": "2014102", "owner_id": "4910211", "source": "adv_part1", "table": "Schedule_A_B"}

CHRISTOPHER, KELLY, MELISSA

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2014102", "owner_id": "6000499", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/03/2025 05:20:51 PM",
  "filing_id": "2014102",
  "reg_type": "IA"
}
```

WINTHROP PARTNERS - EPA, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1