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Building 2WINCORAM ASSET MANAGEMENT LLC

Map pinHOUSTON, TX
Phone832-791-2320
NotebookSEC #801-120919
Total AUM
$8.2B
Employees
28
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 POST OAK BOULEVARD
SUITE 925
HOUSTON
TX 77056
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
832-791-2320

ReceiptFinancials

Total AUM
$8.2B
Accounts
19
Discretionary
$7.3B
Accounts
14
Non-Discretionary
$929M
Accounts
5

ContactClients

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Pooled Vehicle Clients
15
AUM
$7.3B
Insurance Company Clients
1
AUM
$620M
Corporation or Business Clients
1
AUM
$305.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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