{ "crd_number": 295192, "slug": "wincove-boston-ma-295192", "primary_business_name": "WINCOVE", "legal_name": "WPH GP, LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-07-30", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-05-13", "carried_forward": false, "raum_total": 488840905.0, "raum_discretionary": 488840905.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 11, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 488840905.0, "count": 13 } }, "compensation_types": [ "fixed", "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA", "NY" ], "websites": [ "https://linkedin.com/company/wincove-private-holdings", "https://wincove.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295192", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/wincove-boston-ma-295192", "display_name": "Wincove", "summary": "Wincove is an SEC-registered investment advisory firm in Boston, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.", "citation": "AdvisorCensus. Wincove (CRD 295192): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Wincove compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Wincove reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Wincove located?", "a": "Wincove's principal office is in Boston, MA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Wincove registered with the SEC or a state?", "a": "Wincove is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 295192." }, { "q": "How much does Wincove manage?", "a": "Wincove reports $488,840,905 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary)." }, { "q": "How have Wincove's assets and staff changed since 2021?", "a": "In the Form ADV data for Wincove: Regulatory assets under management: $166,187,512 in the October 2021 data and $488,840,905 in the October 2026 data, up 194%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Wincove serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13)." }, { "q": "Does Wincove report any disciplinary disclosures?", "a": "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/295192" }, { "q": "What changed in Wincove's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $266,684,326 to $488,840,905 (+83%). Changed its office addresses in New York, NY." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 166187512.0, "total_employees": 7, "filing_date": "2021-06-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 232696410.0, "total_employees": 8, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 285609506.0, "total_employees": 11, "filing_date": "2023-06-07" }, { "period": "2024-10-01", "regulatory_assets_under_management": 262072899.0, "total_employees": 11, "filing_date": "2024-06-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 266684326.0, "total_employees": 11, "filing_date": "2025-07-22" }, { "period": "2026-10-01", "regulatory_assets_under_management": 488840905.0, "total_employees": 11, "filing_date": "2026-05-13" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $266,684,326 to $488,840,905 (+83%).", "Changed its office addresses in New York, NY." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/wincove-boston-ma-295192.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 13, "fewer_than_5": false, "raum": 488840905.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/295192", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }