Winston Capital Management Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 9
- Avg AUM / client
- $127M
- Accounts
- 9
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.1B | 99.6% |
| Insurance companies | 1 | $4.5M | 0.39% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Winston Global Fund, L.P. master | Hedge Fund | Delaware | $726M | 214 |
| Winston Growth Fund Limited Partnership master | Hedge Fund | Virginia | $277M | 66 |
| Winston Asia Fund, L.P. master | Hedge Fund | Delaware | $58.2M | 62 |
| Dexter Winston Te Fund Llc | Hedge Fund | Delaware | $4.4M | 1 |
| Dexter Winston Fund, L.P. | Hedge Fund | Delaware | $1.5M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bush, Marvin, Pierce | Vice President/Director | Sep 1996 (30y) | Less than 5% | |
| Scanlon, Jonathan, David | Director/President | Apr 2002 (24y) | ≈ 9.38% – 37.5% via Mpb Holdings, L.L.C. | |
| Birchfield, William, Otto | Chief Financial Officer/Chief Operating Officer/Chief Compliance Officer/Treasurer/Secretary/Director | Sep 2009 (17y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Winston Partners Group Llc | Sole Member | Jan 1997 | A | 75% or more |
| Mpb Holdings, L.L.C. | Member; Class A | Jan 1997 | B | ≈ 18.75% – 50% via Winston Partners Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Scanlon, Jonathan, David: 50% – 75% of Mpb Holdings, L.L.C. × 25% – 50% of Winston Partners Group Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Mpb Holdings, L.L.C.: 25% – 50% of Winston Partners Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Winston Global Fund, L.P. | Hedge Fund | $726M | $500K | 214 |
| Winston Growth Fund Limited Partnership | Hedge Fund | $277M | $500K | 66 |
| Winston Asia Fund, L.P. | Hedge Fund | $58.2M | $500K | 62 |
| Dexter Winston Te Fund Llc | Hedge Fund | $4.4M | $500K | 1 |
| Dexter Winston Fund, L.P. | Hedge Fund | $1.5M | $500K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 1.98 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $36.2M (2% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗