WINCAP FINANCIAL LLC
CRD #315798 SEC #801-131123 BOSTON, MA (617) 590-3250
SEC Registered
Total AUM
$153.3M
Discretionary
$153.3M
Employees
5
Clients
101
Accounts
466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $153.3M | $153.3M | $0 | 5 | 0 |
| Jun 2025 | $153.3M | $153.3M | $0 | 5 | 0 |
| Jun 2025 | $153.3M | $153.3M | $0 | 5 | 0 |
| Mar 2025 | $153.3M | $153.3M | $0 | 5 | 0 |
| Feb 2025 | $153.3M | $153.3M | $0 | 5 | 0 |
| Oct 2024 | $124.2M | $124.2M | $0 | 4 | 0 |
| Oct 2024 | $124.2M | $124.2M | $0 | 4 | 0 |
| Aug 2024 | $124.2M | $124.2M | $0 | 4 | 0 |
| Jun 2022 | $37.6M | $37.6M | $0 | 1 | 0 |
| May 2022 | $37.6M | $37.6M | $0 | 1 | 0 |
| Mar 2022 | $37.6M | $37.6M | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 2 | 0 |
| Sep 2021 | $0 | $0 | $0 | 2 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$37.6M
Discretionary$37.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0