DBA: WINCOVE
| Total AUM | $488.8M |
| Discretionary | $488.8M100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $37.6M |
| Employees | 11 |
| Peak AUM | $488.8MMar 2026 |
| AUM CAGR | +19.5% /yrover 4 yrs · 17 filings |
Total AUM
$489M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $489M | +83.3% | +20.2% | +19.5% | |
| Discretionary AUM | |||||
| Total AUM | $488.8M |
| Discretionary | $488.8M |
| Employees | 11 |
| Client Accounts | 13 |
Address
607 BOYLSTON STREET
BOSTON MA 02116
Phone
(603) 770-9785
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$489M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $489M |
| +83.3% |
| +20.2% |
| +19.5% |
| Total Accounts | 13 | 0.0% | +2.8% | +6.5% |
| Avg Account Size | $38M | +83.3% | +17.0% | +12.2% |
| Employees | 11 | 0.0% | 0.0% | +7.9% |
| AUM / Employee | $44M | +83.3% | +20.2% | +10.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $489M | +83.3% | +20.2% | +19.5% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | 0.0% | +2.8% | +6.5% | |