Firm profile

WYNKOOP LLC

GREENWOOD VILLAGE, COCRD 150018Latest ADV March 30, 2026

Wynkoop LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 30, 2026, reports $1.2B in regulatory assets under management, 7 employees, 2 offices, and 9 accounts.

Assets Under Management
$1.2B
Employees
7
Offices
2 offices
Total Clients
9
Primary office
GREENWOOD VILLAGE, CO
5680 GREENWOOD PLAZA BLVD, SUITE 110, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSierra A. Shirley
CFOSierra A. Shirley

Advisory services offered

2 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
6
2
Investment Cos.
22.2%
2
3
Banks
11.1%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 30, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts9
10Y AUM Change+$1.1B (+1275.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.