SEC-Registered Investment Adviser
Wincoram Asset Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 31, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 23, 2021
- Principal office
- 777 Post Oak Boulevard, Suite 925, Houston, TX 77056
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
Scale
- Regulatory AUM
- $8.2B
- Discretionary / non-discretionary
- $7.3B / $929.0M
- Accounts
- 19
- Clients
- 0
- Employees
- 28, 11 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $12.4M
- Fund types
- 1 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $36.5M reported sold across them
- Client assets in custody
- $15.9M (2 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- pooled investment vehicles (15); insurance companies; corporations or other businesses
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a banking or thrift institution, a trust company, an insurance company or agency and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer, 1 investment adviser
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- self-regulatory organization finding of a violation (Item 11E(2))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.