WACONA CAPITAL, LLC
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 331836
- Registered since
- January 5, 2026
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wacona Capital, LLC is organized as a limited liability company that operates as a private equity manager and sponsor of pooled investment vehicles. The firm identifies institutional investors as its client base and provides portfolio management for pooled vehicles, acting in sponsor/GP and managing-member capacities. Its fee model combines fixed management fees with performance-based compensation. FINTRX flags Wacona Capital as SEC-registered in 2026, owned by an individual, and not positioned as a capital allocator or multi-state adviser. The firm is not listed as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Travis Lohr
CFOCRD 7240839
Contacts
1 of 1CHRISTOPHER CARTER
Managing MemberCRD 5392905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLOTTESVILLE, VA
CHARLOTTESVILLE CITY
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- CHARLOTTESVILLE CITY
- Address
- 300 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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