Wincoram Asset Management LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 312425
- Registered since
- April 23, 2021
- Website
- www.wincoram.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles88.69%
- Insurance Companies7.57%
- Corporations / Businesses3.73%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wincoram Asset Management LLC is a privately held institutional registered investment adviser that began SEC registration in 2021 and operates as an LLC. The firm serves institutional clients and positions itself to manage pooled investment vehicles and provide portfolio management for businesses or other institutions. Compensation is primarily a percentage of assets under management with the potential for performance-based fees. The adviser is not organized as a capital allocator and does not present itself as an active ESG investor. It is not registered as a multi-state adviser and is not identified as a pension consultant or related adviser. Filings indicate a mix of industry relationships: Wincoram is affiliated with broker-dealers, other investment advisers, commodity pool operators/CTAs, banking or thrift institutions, trust companies, insurance companies and also acts as a sponsor or GP/managing member of pooled investment vehicles.
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
Asset composition
- Private Funds67%
- Non-Exchange Traded Equities33%
Owners & executives
3 of 3Ross Stevens
Founder and CEOCRD 2677566
Tomer Seifan
Chief Financial OfficerCRD 4945712
Lauren Macioce
General Counsel & Chief Compliance OfficerCRD 6621248
Contacts
1 of 1
Paul Germain
PresidentCRD 2931495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 777 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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