WINCORAM ASSET MANAGEMENT LLC
Latest filing: Mar 29, 2025 (42 days ago)
AUM
$5,920,735,973
148% change vs. 1 year ago
385% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
26
44% change vs. 1 year ago
160% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
HOUSTON, TX
777 POST OAK BOULEVARD, HOUSTON, TX, UNITED STATES, 77056
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $5.9 |
| Total | $5.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $5.9 |
| Institutional | $0.0 |
| Total | $5.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | ST. PAUL-MN-USA | $2.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ENERGY ACQUISITION VEHICLE II (GP) LLC | $0.0 | - | |
| WAM TACTICAL FUND I GP LLC | $0.0 | - | |
| EAVGP LLC | $0.0 | - | |
| ENERGY ACQUISITION FUND GP LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| GOLDSTEIN, JASON, BRENT | PARTNER |
| BERTUCCIO, MICHAEL | MANAGING PARTNER, CLASS A MANAGER, MEMBER AND SPECIAL MEMBER |
| MCCARTNEY, WILLIAM, HOWARD | MANAGING PARTNER, CLASS A MANAGER, MEMBER AND SPECIAL MEMBER |
| GILBERT, ANDREW, THOMAS | MANAGING PARTNER, CLASS A MANAGER AND MEMBER |
| CHERIAN, TINU, PUTHENPARAMPIL | CHIEF COMPLIANCE OFFICER, VP FINANCE |
| SHAH, SHALIN, MUKUND | PARTNER |
| SMITH, JACOB, BENJAMIN | PARTNER |
| STRAUMINS, JENNIFER, GRUBE | CLASS B MANAGER AND SPECIAL MEMBER |
| CULBERTSON, JOHN, NEWELL | CLASS B MANAGER AND SPECIAL MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $5.9 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $2.4 | $3.5 | 148% | 18 | 8 | 44% |
| 2023-04-04 | $2.0 | $3.9 | 192% | 12 | 14 | 117% |
| 2022-04-01 | $1.2 | $4.7 | 385% | 10 | 16 | 160% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-04/23/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV