Firm profile

WYNWOOD CAPITAL, LLC

CRD 284493Latest ADV March 16, 2026

Wynwood Capital, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 16, 2026, reports $139M in regulatory assets under management, 1 employee, and 7 accounts.

Assets Under Management
$139M
Employees
1
Offices
--
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(646) 251-8213
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCORoney M. Balson

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139Mas of March 16, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$139M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

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

Total AUM$139M
Total Accounts7
10Y AUM Change+$20M (+17.3%)

Employee Growth by Quarter

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

Total Employees1
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.