WINCOVE

RIASEC RegisteredEst. 2021
Total AUM
$489M
Discretionary
$489M
100% of AUM
Avg account
$37.6M
Accounts
13
Employees
11
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
295192
Registered since
July 30, 2021
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wincove is structured as a limited liability company that operates as a private equity manager and adviser to pooled investment vehicles. The firm registered with the SEC in 2021 and serves predominantly institutional clients. It functions as sponsor, general partner, and managing member for pooled vehicles rather than acting as a third‑party capital allocator. Advisory activity is focused on portfolio management for pooled investment vehicles. The firm’s fee arrangements include percentage‑of‑AUM fees, fixed fees, performance‑based fees and other fee formats, reflecting typical private equity compensation structures. Wincove does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sally Edelblute

    Chief Financial OfficerCRD 7359209

Contacts

2 of 2
  • JOHN LENAHAN

    PartnerCRD 4442481

  • MICHAEL MCGOVERN

    PartnerCRD 2702109

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
607 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth