WINONA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 162882
- Registered since
- June 6, 2014
- Website
- winonacapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Winona Capital Management, LLC is an SEC-registered investment manager organized as an LLC that focuses on managing pooled private investment vehicles for institutional clients. The firm’s principal activity is serving as sponsor, general partner and managing member of private funds, with portfolio management for pooled investment vehicles forming the core advisory offering. Winona Capital’s product mix is weighted toward private equity vehicles, and the firm also allocates to a range of third‑party alternative asset managers across venture capital, hedge funds, real estate, commodities and oil & gas. The firm’s fee schedule includes both a percentage‑of‑AUM component and performance‑based fees, consistent with a private fund manager that retains upside participation. Winona Capital is structured to operate primarily for institutional investors and is not characterized as an active ESG investor or as a multi‑state adviser.
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
Contacts
3 of 4MARTIN KOLDYKE
Founder and Managing DirectorCRD 6043420
JASON SOWERS
DirectorCRD 7789466
LUCIUS REESE
Founder & Managing DirectorCRD 4915171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 980 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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