WINONA CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$36.5M
Accounts
7
Employees
6
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
162882
Registered since
June 6, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • MARTIN KOLDYKE

    Founder and Managing DirectorCRD 6043420

  • JASON SOWERS

    DirectorCRD 7789466

  • LUCIUS REESE

    Founder & Managing DirectorCRD 4915171

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Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth