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 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
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 1Paul 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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