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| Happy Holidays!! thanks for using AUM13F!! |
| Wincoram Asset Management LLC
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|---|---|
| CRD # | 312425 |
| SEC # | 801-120919 |
| CIK # | |
| AUM | $5.9 B (2025-03-29) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 832-791-2320 |
| Address | 777 Post Oak Boulevard Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | WAM Tactical Fund I LP | [2023-03-31] | 36.5 | 10.3 |
| Other | WAM TCM Tactical LLC | 2023-03-31 | 4.9 |
| 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 | 11 | 5.9 |
| (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 | 0.0 |
| (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 | 11 | 5.9 |
| By Discretionary | ||
| Discretionary | 2 | 0.0 |
| Non-Discretionary | 9 | 5.9 |
| Total | 11 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 11 | 5.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Andrew Gilbert | 31 | ||
| Jacob Smith | 14 | ||
| William McCartney | 12 | ||
| Michael Bertuccio | 1 |
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|---|---|---|
|
Spider Management Company LLC
✚
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Polus Capital Management Limited
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6.0 | |
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|
Columbia Wanger Asset Management LLC
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GLG LLC
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|
Foxhaven Asset Management LP
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VA | 5.8 |
|
Bluespruce Investments LP
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IL | 5.7 |