Data / Investment advisers / Virginia / Winston Capital Management LLC
Winston Capital Management LLC, Arlington, VA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Winston Capital Management LLC is an SEC registered investment adviser with its main office in Arlington, Virginia and reports $1.1 billion in regulatory assets under management in its Form ADV filed June 4, 2026. Its clients include pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
The request: Watch Winston Capital Management LLC (CRD number 111450): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111450
- SEC file number
- 801-54022
- SEC status
- Approved, effective January 31, 1997
- Main office
- 2111 Wilson Boulevard Suite 330, Arlington, VA 22201
- Phone
- (703) 905-9555
- Website
- winstonpartners.com
- Regulatory AUM
- $1,147,168,187 in the Form ADV filed June 4, 2026
- Discretionary AUM
- $1,142,696,031
- Non discretionary AUM
- $4,472,156
- Accounts
- 9
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 5 hedge funds
- Gross assets of private funds
- $1,141,547,033
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 4, 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 | 8 | $1.14 billion |
| Insurance companies | 1 | $4.5 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 | $1.15 billion | March 19, 2026 |
| December 1, 2025 | $1.01 billion | March 24, 2025 |
Other advisers in Arlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sands Capital Alternatives, LLC | Arlington | $5.41 billion | 34 | adviserinfo.sec.gov |
| Washington Harbour Partners LP | Arlington | $4.73 billion | 75 | adviserinfo.sec.gov |
| 57 Stars LLC | Arlington | $3.70 billion | 15 | adviserinfo.sec.gov |
| Gef Capital Partners | Arlington | $1.75 billion | 23 | adviserinfo.sec.gov |
| Evermay Wealth Management, LLC | Arlington | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Solomon Hess Capital Management | Arlington | $1.08 billion | 3 | adviserinfo.sec.gov |
| LNC Partners | Arlington | $820.3 million | 6 | adviserinfo.sec.gov |
| Broad Run Investment Management, LLC | Arlington | $681.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arlington, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Winston Capital 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.