| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Wcp Ee Investor LLC | Private Equity | $197.9M | $4M |
| Winona Capital Partners II, LP | Private Equity | $167.6M | $1M |
| Winona R&g, LLC | Private Equity | $32.5M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean Kelly | Trustee Of Lucius E. Reese Grantor Trust | 50-75% | 2017 |
| Jason Ferris Sowers Control | Chief Compliance Officer, Chief Financial Officer, Director | Under 5% | 2023 |
| Lnc Investment Co., LLC | Profit Participation Interest | 25-50% | 2006 |
Winona Capital Management, LLC reports $254.5 million in regulatory assets under management on its Form ADV.
Winona Capital Management, LLC manages 6 private funds with combined gross assets of $403 million.
Winona Capital Management, LLC reports 6 employees.
Winona Capital Management, LLC is based in Chicago, IL and has been SEC-registered since 2014.
Winona Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 980 N Michigan Avenue, Suite 1310, Chicago, IL 60611-7542 |
| Phone | 312-334-8800 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $254.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $254.5M |