Wincoram Asset Management LLC

Fee-Only (% of Portfolio)

Wincoram is an investment management firm that manages assets for pooled investment vehicles (Funds), Longtail Holdings, and other investors through separately managed accounts. Wincoram typically has full authority to make investment decisions for its clients. The firm's advice is tailored to each client's investment objectives and guidelines. Wincoram provides investment advice directly to each Fund and not individually to any investor in any of the Funds.

Assets Under Management$8.1B
Clients12
AdvisorsN/A
Avg. per Client$670M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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