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WINCORAM ASSET MANAGEMENT LLC
CRD 312425File 801-120919
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.19B
Top 10% of cohort (national)
Discretionary AUM
$7.26B
Non-discretionary $929.0M
Clients
15
19 accounts
Employees
28
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 23, 2021
- Principal office
- 777 POST OAK BOULEVARD, SUITE 925, HOUSTON, TX, 77056
- Phone
- 832-791-2320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.19B
- Discretionary AUM
- $7.26B
- Non-discretionary AUM
- $929.0M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 5
- Total accounts
- 19
- AUM per client
- $545.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $305.6M |
| Insurance companies | Fewer than 5 | $620.0M |
| Pooled investment vehicles | 15 | $7.26B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.