Managing Member · Winchester Asset Management, LLC
James R Allison
CRD 5553656 · Named on Form ADV at one SEC-registered adviser
At a glance
Winchester Asset Management, LLC, an SEC-registered private fund adviser based in Chicago, IL with $154 million in regulatory assets, lists James R Allison on its Form ADV as Managing Member, a control person.
Firms and roles
- Winchester Asset Management, LLCManaging MemberPrivate fund adviser · Chicago, IL · $154M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Paulos L. StrikeManaging Member, Winchester Asset Management, LLC
- Walter H. ClarkChief Compliance Officer, Winchester Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.