WINCORAM ASSET MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $8.19B |
| Discretionary | $7.26B89% of AUM |
| Non-Discretionary | $929.0M |
| Client Accounts | 19 |
| Avg Account Size | $430.8M |
| Employees | 28 |
| Peak AUM | $8.19BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.2B | +38.3% | +59.3% | — | |
| Discretionary AUM | $7.3B | ||||
Key Metrics
| Total AUM | $8.19B |
| Discretionary | $7.26B |
| Employees | 28 |
| Client Accounts | 19 |
Contact & Location
Address
777 POST OAK BOULEVARD
HOUSTON TX 77056
Phone
832-791-2320
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7.3B
88.7% of AUM
Non-Discretionary
$929M
11.3% of AUM
Disc. mix ▲ 88.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantLaw Firm