Data / Investment advisers / Illinois / Winchester Asset Management, LLC
Winchester Asset Management, LLC, Chicago, IL: $154 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Winchester Asset Management, LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $154 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 322300
- SEC file number
- 801-136069
- SEC status
- Approved, effective April 29, 2026
- Main office
- 200 S Wacker Drive Suite 2650, Chicago, IL 60606
- Phone
- (312) 858-3359
- Website
- winchesteram.com
- Regulatory AUM
- $154,039,490 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $154,039,490
- Accounts
- 4
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $41,098,091
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $154 million |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Expressive Wealth LLC | Chicago | $165.2 million | Not listed | adviserinfo.sec.gov |
| Marquee Capital Advisors | Chicago | $162.7 million | 5 | adviserinfo.sec.gov |
| Steward Advisors, LLC | Chicago | $160.7 million | Not listed | adviserinfo.sec.gov |
| Zendamentals | Chicago | $160.7 million | Not listed | adviserinfo.sec.gov |
| Valoran Capital Management | Chicago | $157.8 million | 9 | adviserinfo.sec.gov |
| Sheffield Asset Management, L.L.C. | Chicago | $151.7 million | 1 | adviserinfo.sec.gov |
| Convexitas | Chicago | $151.3 million | Not listed | adviserinfo.sec.gov |
| Lincoln Capital Advisers LLC | Chicago | $150 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Winchester Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.