|
⚲
|
| Keyboard |
| Winona Capital Management LLC
✚
|
|
|---|---|
| CRD # | 162882 |
| SEC # | 801-79787 |
| CIK # | |
| AUM | 255.6 M (2026-06-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 312-334-8800 |
| Address | 980 N Michigan Avenue Chicago, IL 60611-7542 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | WCP II CF LP | 2026-03-30 | 154.7 M | |
| PE | Diono Extension LLC | [2021-03-30] | 3.3 M | 0.0 M |
| Filed 2020-07-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ILY Extension LLC | [2021-03-30] | 2.7 M | 4.3 M |
| Filed 2020-07-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Winona R&G LLC | 2017-03-30 | 29.2 M | |
| PE | WCP EE Investor LLC | [2016-03-24] | 42.3 M | 173.6 M |
| Offered $42,339,459 · Filed 2015-04-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $4,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| PE | Winona Capital Partners II LP | [2014-03-31] | 165.3 M | 21.8 M |
| Offered $200,000,000 · Filed 2014-04-24 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $34,715,000 · Duration More than one year · Commission $361,062 · Revenue Decline to Disclose | ||||
| PE | Winona Circa Co-Investor LLC | 2014-03-31 | ||
| PE | Winona KJUS Co-Investor LLC | 2014-03-31 | 3.9 M | |
| PE | KRK Capital I Limited Partnership | 2012-03-30 | 0.1 M | |
| PE | Winona Capital Partners LLC | 2012-03-30 | 2.8 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 7 | 255.6 |
| (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 | 7 | 255.6 |
| By Discretionary | ||
| Discretionary | 7 | 255.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 255.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.6 | |
| Total | 7 | 255.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Kipp | Executive Officer | 4 | 3 | |
| Jason Sowers | Executive Officer | 18 | 2 | |
| Lucius Reese | Director, Executive Officer | 8 | 2 | |
| Laird Koldyke | Director | 6 | 2 | |
| M Laird Koldyke | Executive Officer | 4 | 2 | |
| M Koldyke | Executive Officer | 3 | 2 | |
| Wcm Extension Manager LLC | Executive Officer | 3 | 2 | |
| Wcm GP II LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wovenearth Ventures LLC
✚
|
CA | 259.7 M |
|
Churchill NCPE Advisor LLC
✚
|
NY | 259.5 M |
|
Kuramo Capital Management LLC
✚
|
NY | 257.7 M |
|
Genrock Capital Management LP
✚
|
FL | 257.6 M |
|
3Spoke Management LLC
✚
|
CA | 254.3 M |
|
Shenandoah Energy Management LLC
✚
|
CO | 253.9 M |
|
ABF Investment Management LLC
✚
|
FL | 253.2 M |
|
Baird Venture Partners Management Company IV LLC
✚
|
WI | 252.1 M |
|
HC2 Capital LLC
✚
|
TX | 251.6 M |
|
Aretex Capital Management LP
✚
|
NY | 251.6 M |