Winona Capital Management, LLC
● SEC registered since 2014CRD 162882SEC# 801-79787Chicago, IL
Ranks #4,801 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$255.6M
Fund GAV
$386.4M
Private funds
7
Employees
6
Accounts
7
Location
Chicago, IL
Winona Capital Management, LLC assets under management
Winona Capital Management, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2014. It reports $255.6 million in regulatory assets under management and employs 6 people. Winona Capital Management, LLC manages 7 private funds with combined gross assets of $386.4 million, including Wcp Ee Investor LLC. By regulatory assets, it ranks 4,801 of 6,004 private fund managers.
Winona Capital Management, LLC private funds
7 funds · $386.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wcp Ee Investor LLC | Private Equity | $173.6M | $4M |
| Wcp II Cf, LP | Private Equity | $154.7M | $30K |
| Winona R&g, LLC | Private Equity | $29.2M | $1M |
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Join to unlock · $37/moWinona Capital Management, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean Kelly | Trustee Of Lucius E. Reese Grantor Trust | 50-75% | 2017 |
| Jason Ferris Sowers Control | Chief Compliance Officer, Chief Financial Officer, Director | Under 5% | 2023 |
| Lnc Investment Co., LLC | Profit Participation Interest | 25-50% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Winona Capital Management, LLC manage?
Winona Capital Management, LLC reports $255.6 million in regulatory assets under management on its Form ADV.
How many private funds does Winona Capital Management, LLC manage?
Winona Capital Management, LLC manages 7 private funds with combined gross assets of $386.4 million.
How many employees does Winona Capital Management, LLC have?
Winona Capital Management, LLC reports 6 employees.
Where is Winona Capital Management, LLC located?
Winona Capital Management, LLC is based in Chicago, IL and has been SEC-registered since 2014.
Does Winona Capital Management, LLC disclose fund performance?
Winona Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 980 N Michigan Avenue, Suite 1377, Chicago, IL 60611-7542 |
| Phone | 312-334-8800 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$255.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
AUM vs fund managersTop 80%
Larger than 20% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$255.6Mregulatory AUM
Discretionary $255.6M