Wincap Financial LLC
● SEC registered since 2024CRD 315798SEC# 801-131123Boston, MA
Reg. AUM
$223.1M
Employees
7
Accounts
624
Location
Boston, MA
Wincap Financial LLC assets under management
Wincap Financial LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2024. It reports $223.1 million in regulatory assets under management and employs 7 people.
Wincap Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Patrick Collins Control | Managing Member / Chief Executive Officer / Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Wincap Financial LLC manage?
Wincap Financial LLC reports $223.1 million in regulatory assets under management on its Form ADV.
How many employees does Wincap Financial LLC have?
Wincap Financial LLC reports 7 employees.
Where is Wincap Financial LLC located?
Wincap Financial LLC is based in Boston, MA and has been SEC-registered since 2024.
Does Wincap Financial LLC disclose fund performance?
Wincap Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Union Street, Boston, MA 02108 |
| Phone | (617) 590-3250 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$223.1M▲ 46%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$223.1Mregulatory AUM
Discretionary $223.1M