WINCHESTER ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 322300
- Registered since
- April 29, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Winchester Asset Management, LLC operates as a privately owned limited liability company organized as a hedge fund adviser. The firm is registered with the SEC (registration year listed as 2026) and serves an institutional client base while also providing portfolio management to individuals and small businesses. Winchester charges a mix of asset-based and performance-linked fees and performs portfolio management for pooled investment vehicles in addition to separate accounts. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, does not provide pension consulting, and does not list related-adviser arrangements. Regulatory and operational roles include acting as an investment adviser and functioning in sponsor/GP or managing-member capacity for pooled investment vehicles; it also has affiliations consistent with Commodity Pool Operator/Commodity Trading Advisor activity.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3JAMES ALLISON
Managing MemberCRD 5553656
PAULOS STRIKE
Principal and Portfolio ManagerCRD 7309065
WALTER CLARK
Managing PrincipalCRD 2146034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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