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Chief Compliance Officer, Chief Financial Officer, Director · Winona Capital Management, LLC

Jason F. Sowers

CRD 7789466 · Named on Form ADV at one SEC-registered adviser

At a glance

Winona Capital Management, LLC, an SEC-registered private fund adviser based in Chicago, IL with $256 million in regulatory assets, lists Jason F. Sowers on its Form ADV as Chief Compliance Officer, Chief Financial Officer, Director, a control person.

Firms and roles

  • Winona Capital Management, LLCChief Compliance Officer, Chief Financial Officer, DirectorPrivate fund adviser · Chicago, IL · $256M in regulatory assets

AtlasMembers

Jason’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Martin L. KoldykeFounder & Managing Director; Member, Winona Capital Management, LLC
  • Lucius E. ReeseFounder & Managing Director, Winona Capital Management, LLC
  • Barbara J. KellyTrustee of Lucius E. Reese Grantor Trust, Winona Capital 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 Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.