Wincove

Fee-Only (% of Portfolio)Fixed/Hourly

Wincove manages private investment funds, Wincove Private Holdings, L.P. (“WPH”) and Wincove Private Holdings II-A, L.P. and Wincove Private Holdings II-B, L.P. ( collectively, “WPH II”), investing in lower middle-market businesses providing mission-critical industrial and infrastructure products and services. Wincove seeks to partner with founder or management led companies with opportunities for growth. Wincove does not provide investment advisory services on an individual investor basis.

Assets Under Management$270M
Clients13
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Wincove manages private investment funds and does not provide investment advisory services on an individual investor basis.

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