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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freePrivate fund adviser · Houston, TX
SEC-registered investment adviser · CRD 312425 · SEC 801-120919
At a glance
Wincoram Asset Management LLC is an SEC-registered investment adviser based in Houston, Texas, with $8.2 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 695th of 4,686 private fund advisers and 1,542nd of 17,210 SEC-registered advisers by assets.
Main office 832-791-2320LinkedInAs filed on Form ADV
Wincoram Asset Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Affiliated broker-dealer
It names an affiliated broker-dealer: One Vanderbilt Securities LLC.
| Client type | Clients | Regulatory AUM | Share |
|---|
| Pooled investment vehicles | 15 | $7.3B | 89% |
|---|---|---|---|
| Insurance companies | – | $620M | 8% |
| Corporations or other businesses | – | $306M | 4% |
Wincoram Asset Management LLC reports 1 private funds with $12M in gross assets: other private funds (Form ADV Item 7.B).
Wincoram Asset Management LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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Wincoram Asset Management LLC reports $8.2 billion in regulatory assets under management across 19 accounts, 89% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
Wincoram Asset Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons.
By assets, its largest client types are pooled investment vehicles ($7.3 billion, 15 clients); insurance companies ($620 million); corporations or other businesses ($306 million).
Yes. It reports 1 private funds with $12 million in gross assets, including other private funds.
Wincoram Asset Management LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Every figure is Wincoram Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →