Winona Capital Management, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 162882
- Registered since
- June 6, 2014
- Website
- winonacapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Martin Koldyke
Founder and Managing DirectorCRD 6043420

Jason Sowers
DirectorCRD 7789466

Lucius Reese
Founder & Managing DirectorCRD 4915171
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
- 980 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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