Data / Investment advisers / Texas / Wincoram Asset Management LLC
Wincoram Asset Management LLC, Houston, TX: $8.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wincoram Asset Management LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $8.2 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, insurance companies and corporations and other businesses. 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
- 312425
- SEC file number
- 801-120919
- SEC status
- Approved, effective April 23, 2021
- Main office
- 777 Post Oak Boulevard Suite 925, Houston, TX 77056
- Phone
- (832) 791-2320
- Regulatory AUM
- $8,186,110,539 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $7,257,073,958
- Non discretionary AUM
- $929,036,581
- Accounts
- 19
- Employees
- 28, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $12,449,109
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- March 31, 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 | 15 | $7.26 billion |
| Insurance companies | Fewer than 5 | $620 million |
| Corporations or other businesses | Fewer than 5 | $305.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.19 billion | March 31, 2026 |
| December 1, 2025 | $8.09 billion | August 12, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CAZ Investments L.P. | Houston | $10.83 billion | 107 | adviserinfo.sec.gov |
| Americana Partners, LLC | Houston | $9.10 billion | 9 | adviserinfo.sec.gov |
| The Sterling Group, L.P. | Houston | $9.01 billion | 20 | adviserinfo.sec.gov |
| Crossmark Global Investments, Inc. | Houston | $8.98 billion | Not listed | adviserinfo.sec.gov |
| Ogam, LP | Houston | $8.69 billion | 4 | adviserinfo.sec.gov |
| 59 North Capital Management, LP | Houston | $7.50 billion | 1 | adviserinfo.sec.gov |
| Five Point Infrastructure LLC | Houston | $7.05 billion | 12 | adviserinfo.sec.gov |
| Trust Advisors, Inc. | Houston | $6.97 billion | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Wincoram 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.