Winona Capital Management, LLC

RIASEC RegisteredEst. 2014
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$36.5M
Accounts
7
Employees
6
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
162882
Registered since
June 6, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Winona Capital Management, LLC is an SEC-registered investment adviser (registration year 2014) that operates as a limited liability company focused on private fund activity. The firm serves an institutional client base and is organized as a private equity fund manager. Its core advisory work centers on portfolio management for pooled investment vehicles, and it also serves in sponsor/GP/managing-member roles for those vehicles. Ownership is recorded as a combination of a domestic entity and an individual. Winona charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements) and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Martin Koldyke

    Martin Koldyke

    Founder and Managing DirectorCRD 6043420

  • Jason Sowers

    Jason Sowers

    DirectorCRD 7789466

  • Lucius Reese

    Lucius Reese

    Founder & Managing DirectorCRD 4915171

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
980 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth