The WINEBRENNER CAPITAL MANAGEMENT is a privately held investment adviser that advises $260.47mn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. WINEBRENNER CAPITAL MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 71.25% over the last 5-years.
The Group has been registered with the SEC for 7.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10602 TIMBERWOOD CIRCLE SUITE 13, LOUISVILLE, KENTUCKY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 5 investment and 4 non-investment staff. The total number of Employees increased by 12.5% over the last 5-years.
Their $260.47mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $128.02mn or 49.15% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $73.75mn or 28.31% of Total Assets.
The Group's top investment strategies include Opportunity Zones, Multi Strat and FI/Credit - Diverse, representing 31.35%, 26.02% and 25.92% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WINEBRENNER CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.