Wincoram Asset Management Llc
- Regulatory AUM
- $8.2B
- Discretionary
- $7.3B
- Clients
- 15
- Avg AUM / client
- $546M
- Accounts
- 19
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $7.3B | 88.7% |
| Insurance companies | Fewer than 5 clients | $620M | 7.57% |
| Corporations and other businesses | Fewer than 5 clients | $306M | 3.73% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $12.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wam Tactical Fund I, Lp | Other Private Fund | Delaware | $8.0M | 38 |
| Wam Tcm Tactical Llc | Other Private Fund | Delaware | $4.9M | 2 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bertuccio, Michael | Managing Partner | Oct 2020 (6y) | Less than 5% | |
| Culbertson, John, Newell | Class B Manager And Special Member | Oct 2020 (6y) | GP / trustee / elected manager of Wincoram Gp Llc (indirect) | |
| Gilbert, Andrew, Thomas | Managing Partner | Oct 2020 (6y) | Less than 5% | |
| Goldstein, Jason, Brent | Partner | Oct 2020 (6y) | Less than 5% | |
| Mccartney, William, Howard | Managing Partner | Oct 2020 (6y) | Less than 5% | |
| Shah, Shalin, Mukund | Partner | Oct 2020 (6y) | Less than 5% | |
| Straumins, Jennifer, Grube | Class B Manager And Special Member | Oct 2020 (6y) | GP / trustee / elected manager of Wincoram Gp Llc (indirect) | |
| Smith, Jacob, Benjamin | Partner | Nov 2020 (6y) | Less than 5% | |
| Cherian, Tinu, Puthenparampil | Chief Compliance Officer, Vp Finance | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wincoram Holdings Lp | Member | Oct 2020 | A | 75% or more |
| Wincoram Gp Llc | General Partner | Sep 2020 | B | GP / trustee / elected manager of Wincoram Holdings Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (2, $12.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wam Tactical Fund I, Lp | Other Private Fund | $8.0M | $100K | 38 |
| Wam Tcm Tactical Llc | Other Private Fund | $4.9M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.02 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
Custody
Reported custodians
- U.S. Bank $2.2B (93% of AUM) May 2024
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗