# Winchester Asset Management, LLC

> Winchester Asset Management, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 322300
- Filed as: WINCHESTER ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322300
- AdvisorCensus page: https://advisorcensus.com/firm/winchester-asset-management-llc-chicago-il-322300

## Quick answers

**How is Winchester Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Winchester Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Winchester Asset Management, LLC located?**
Winchester Asset Management, LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Winchester Asset Management, LLC registered with the SEC or a state?**
Winchester Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 322300.

**How much does Winchester Asset Management, LLC manage?**
Winchester Asset Management, LLC reports $154,039,490 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Winchester Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Winchester Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322300

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $154,039,490
- Discretionary: $154,039,490
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $154,039,490 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- winchesteram.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | August 30, 2022 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2024 | Not reported | Not reported | March 26, 2024 |
| October 2025 | Not reported | Not reported | March 31, 2025 |
| October 2026 | $154,039,490 | 2 | March 30, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Winchester Asset Management, LLC (CRD 322300): Form ADV filing data as of October 2026.