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Wincap Financial LLC

● SEC registered since 2024CRD 315798SEC# 801-131123Boston, MA
Export (members)
Reg. AUM
$153.3M
Employees
5
Accounts
466
Location
Boston, MA

Wincap Financial LLC assets under management

Wincap Financial LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2024. It reports $153.3 million in regulatory assets under management and employs 5 people.
wincapfinancial.comView on SEC.gov ↗

Wincap Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Patrick Collins ControlManaging Member / Chief Executive Officer / Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Wincap Financial LLC manage?

Wincap Financial LLC reports $153.3 million in regulatory assets under management on its Form ADV.

How many employees does Wincap Financial LLC have?

Wincap Financial LLC reports 5 employees.

Where is Wincap Financial LLC located?

Wincap Financial LLC is based in Boston, MA and has been SEC-registered since 2024.

Does Wincap Financial LLC disclose fund performance?

Wincap Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Union Street, Boston, MA 02108
Phone(617) 590-3250
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153.3M
Non-discretionary$0
Total (RAUM)$153.3M