Wincap Financial LLC
Wincap Financial LLC is an SEC-registered mass-market adviser in Boston, MA with $223.1M assets under management (AUM, regulatory AUM), +46% over one year. See who owns Wincap Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315798, SEC 801-131123, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $223.1M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Location
- Boston, MA
- Employees
- 7
- Clients
- 270
- CRD
- 315798
- Ownership
- WINN, CHRISTOPHER, EDWARD; Collins, Michael, Patrick; RIA VENTURES, LLC
How much AUM does Wincap Financial LLC have?
Wincap Financial LLC reported $223.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Wincap Financial LLC?
Disclosed owners and executives of Wincap Financial LLC include WINN, CHRISTOPHER, EDWARD, Collins, Michael, Patrick, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.