WINSTON CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1997
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$127M
Accounts
9
Employees
9
Advisory reps
3

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
111450
Registered since
January 31, 1997
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Private Funds 30%, Cash & Cash Equivalents 25%45%
  • Public Funds/Mutual Funds45%
  • Private Funds30%
  • Cash & Cash Equivalents25%

Owners & executives

1 of 1
  • WILLIAM BIRCHFIELD

    Chief Financial & Compliance OfficerCRD 5720078

Contacts

2 of 2
  • MARVIN BUSH

    Vice PresidentCRD 1004463

  • JONATHAN SCANLON

    Managing PartnerCRD 4649546

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth