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| Wincoram Asset Management LLC
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|---|---|
| CRD # | 312425 |
| SEC # | 801-120919 |
| CIK # | |
| AUM | 8,186.1 M (2026-03-31) |
| Employees | 28 (39% Investors, 0% Brokers) |
| Phone | 832-791-2320 |
| Address | 777 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | WAM Tactical Fund I LP | [2023-03-31] | 36.5 M | 12.4 M |
| Filed 2023-06-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | WAM TCM Tactical LLC | 2023-03-31 | 4.9 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 7.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 8.2 |
| By Discretionary | ||
| Discretionary | 14 | 7.3 |
| Non-Discretionary | 5 | 0.9 |
| Total | 19 | 8.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.2 | |
| Total | 19 | 8.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Andrew Gilbert | Executive Officer | 31 | 4 | |
| Jacob Smith | Executive Officer | 18 | 3 | |
| William McCartney | Executive Officer | 12 | 2 | |
| Michael Bertuccio | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
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