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WYNKOOP LLC
CRD 150018File 801-113339
APPROVED
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.22B
Clients
9
9 accounts
Employees
7
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 31, 2018
- Principal office
- 5680 GREENWOOD PLAZA BLVD, SUITE 110, GREENWOOD VILLAGE, CO, 80111
- Phone
- 303-459-7208
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $135.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $804.8M |
| Pooled investment vehicles | 6 | $321.0M |
| Banking or thrift institutions | 1 | $91.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $445,000,000 | $1,217,300,000 | increased by$772,300,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 7 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 9 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $696,320,241 | $445,000,000 | decreased by$251,320,241 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 9 | increased by5 |
| May 1, 2022 | AUM | $401,061,177 | $696,320,241 | increased by$295,259,064 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WYNKOOP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WYNKOOP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.