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| Wincoram Asset Management LLC
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| |
|---|---|
| CRD # | 312425 |
| SEC # | 801-120919 |
| CIK # | |
| AUM | $2.4 BB (2024-05-10) |
| Employees | 18 (78% Investors, 0% Brokers) |
| Phone | 832-791-2320 |
| Address | 777 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | WAM Tactical Fund I LP | [2023-03-31] | 36.5 | 8.0 |
| Other | WAM TCM Tactical LLC | 2023-03-31 | 4.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 5 | 0.2 |
| (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 | 5 | 2.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 2.4 |
| By Discretionary | ||
| Discretionary | 2 | 0.1 |
| Non-Discretionary | 8 | 2.3 |
| Total | 10 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 10 | 2.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Andrew Gilbert | 20 | ||
| Jacob Smith | 13 | ||
| William McCartney | 12 | ||
| Michael Bertuccio | 1 |
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|---|---|---|
|
Marble Bar Asset Management LLP
✚
|
2.5 | |
|
Mangrove Partners IM LLC
✚
|
CT | 2.4 |
|
Maple Rock Capital Partners Inc
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2.4 | |
|
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CA | 2.4 |
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Atalan Capital Partners LP
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NY | 2.4 |
|
Soma Equity Partners LP
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CA | 2.4 |
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Discerene Group LP
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CT | 2.4 |
|
Incentive as
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|
2.4 | |
|
Paradigm Biocapital Advisors LP
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NY | 2.4 |
|
Two Creeks Capital Management LP
✚
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NY | 2.3 |