WINCHESTER ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2026
Total AUM
$154M
Discretionary
$154M
100% of AUM
Avg account
$38.5M
Accounts
4
Employees
2
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • JAMES ALLISON

    Managing MemberCRD 5553656

  • PAULOS STRIKE

    Principal and Portfolio ManagerCRD 7309065

  • WALTER CLARK

    Managing PrincipalCRD 2146034

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth