WINCORAM ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$8.2B
Discretionary
$7.3B
89% of AUM
Avg account
$431M
Accounts
19
Employees
28
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
312425
Registered since
April 23, 2021
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

FINTRX

Overview

Wincoram Asset Management LLC is an SEC-registered investment adviser organized as an LLC. The firm reports an institutional client focus and charges both asset-based fees and performance-linked fees. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional clients. Wincoram does not describe itself as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator; it lists a mix of ownership types including domestic entities and individuals. The firm maintains a range of industry relationships and roles: it is affiliated with broker‑dealers and other investment advisers, and lists connections with commodity pool operators/CTAs, banking or thrift institutions, trust companies, insurance companies, and vehicles where it serves as sponsor, general partner, or managing member.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 67%, Non-Exchange Traded Equities 33%67%
  • Private Funds67%
  • Non-Exchange Traded Equities33%

Owners & executives

3 of 3
  • ROSS 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth