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Douglass Winthrop Advisors

Douglass Winthrop Advisors

Investment ManagementFlag of USManhattan, New York, United States21-50 Employees

Company overview

Headquarters521 Fifth Avenue, 19th Floor, NY, NY 10175, US
Phone number+12125577680
Website
NAICS5231
SIC628
Founded1999
Employees21-50
Socials

Key Contacts at Douglass Winthrop Advisors

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Keith Ardizzone

Senior Managing Director

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Rossana Azzara

Principal, Director Of Client Relations

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Vilas Satkalmi

Information Technology Director

Douglass Winthrop Advisors Email Formats

Douglass Winthrop Advisors uses 2 email formats. The most common is {first initial} (e.g., j@douglasswinthrop.com), used 76.7% of the time.

FormatExamplePercentage
{first initial}
j@douglasswinthrop.com
76.7%
{first name}
john@douglasswinthrop.com
23.3%

About Douglass Winthrop Advisors

Firm Douglass Winthrop is a New York City based SEC registered investment advisor. As of June 30, 2025 the firm manages approximately $6.3 billion for individuals, families, trusts, and endowments. Douglass Winthrop is owned and managed by its principals. We manage long-only equity and balanced accounts that are customized to the individual needs, objectives and risk tolerance of each client. We offer wealth management advice to clients when relevant. Our fee structure is simple and fair, keeping our goals aligned with those of our clients at all times. Our primary objective is to grow and preserve our clients' capital. Philosophy We believe long term ownership of high quality stocks and bonds is the best strategy for compounding and preserving wealth. Our portfolios typically have 25 to 30 stocks with an average holding period of three to five years. In balanced portfolios, we invest in high quality corporate, municipal and agency bonds. The principles of value investing underlie our approach to portfolio management. We own companies led by high integrity owner-managers, who run their firms for the benefit of shareholders. We select companies with near-permanent advantages arising from brand, industry leadership or economies of scale that increase the chances for success in times of stress. Strong balance sheets back all of our equity and corporate bond holdings. We invest relatively more capital behind our highest conviction ideas. Our approach aims to minimize the risk of capital loss while achieving superior results.

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Douglass Winthrop Advisors revenue & valuation

Annual revenue$13,600,000
Revenue per employee$398,000
Estimated valuation?$43,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Vice President
Manager

Employees by Department

Douglass Winthrop Advisors has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Explore Douglass Winthrop Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2020-10-1519N/A

Funding Insights

1

Number of funding rounds

Douglass Winthrop Advisors Tech Stack

Discover the technologies and tools that power Douglass Winthrop Advisors's digital infrastructure, from frameworks to analytics platforms.

Salesforce

Salesforce

CRM

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

Nginx

Nginx

Reverse proxies

Open Graph

Open Graph

Miscellaneous

Axios

Axios

JavaScript libraries

Google Analytics

Google Analytics

Analytics

Google Maps

Google Maps

Maps

Webpack

Webpack

Miscellaneous

Google Font API

Google Font API

Font scripts

Frequently asked questions

Douglass Winthrop Advisors is located in Manhattan, New York, US.
You can reach Douglass Winthrop Advisors at +12125577680.
Douglass Winthrop Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Douglass Winthrop Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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