WINSTON CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ARLINGTON, Virginia
- CRD number
- 111450
- Registered since
- January 31, 1997
- Website
- www.winstonpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.61%
- Insurance Companies0.39%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Winston Capital Management LLC is an SEC-registered hedge fund manager organized as an LLC and operating since 1997. The firm serves institutional clients and functions primarily as an active manager of pooled investment vehicles. Its business activities include acting as a CPO/CTA and providing portfolio management for pooled vehicles and for institutions or businesses, as well as selecting other advisers. Compensation combines a percentage-of-assets fee with performance-based fees, consistent with a manager that runs hedge-fund style strategies. The firm does not report an ESG investing orientation and is not positioned as a multi-state or newly formed adviser.
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
- Public Funds/Mutual Funds45%
- Private Funds30%
- Cash & Cash Equivalents25%
Owners & executives
1 of 1WILLIAM BIRCHFIELD
Chief Financial & Compliance OfficerCRD 5720078
Contacts
2 of 2MARVIN BUSH
Vice PresidentCRD 1004463
JONATHAN SCANLON
Managing PartnerCRD 4649546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ARLINGTON, VA
ARLINGTON
Location
ARLINGTON, VA
Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ARLINGTON
- Address
- 2111 Wilson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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