Winona Capital Management

Private Equity SEC-registered adviser

Legal name: Winona Capital Management, LLC

Chicago, IL Website LinkedIn

AUM

$255.6M
Regulatory AUM

Private funds

7
Private Equity 7

Private fund assets

$386.4M
Gross asset value

Employees

6

Last Form D raise

Jul 2020
Most recent fund filing

From SEC Form ADV filing (filed Jun 18, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

B
Barbara Kelly
Trustee of Lucius E. Reese Grantor Trust
Source: SEC Form ADV
D
Daniel Kipp
Member, Wcm Incentive
Source: SEC Form ADV
J
Jason Sowers
Chief Compliance Officer, Chief Financial Officer, Director
Source: SEC Form ADV
L
Lucius Reese
Founder & Managing Director
Source: SEC Form ADV
M
Martin Koldyke
Founder & Managing Director; Member
Source: SEC Form ADV

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ily Extension, LLCPrivate Equity$4.3M$2.7M24Jul 2020Cold
Diono Extension, LLCPrivate Equity$9K$3.3M24Jul 2020Cold
Wcp Ee Investor LLCPrivate Equity$173.6M$42.3M3Apr 2015Cold
Winona Capital Partners II, LPPrivate Equity$21.8M$165.3M53Apr 2014Cold
Wcp II Cf, LPPrivate Equity$154.7M———
Winona R&g, LLCPrivate Equity$29.2M———
Winona Capital Partners, LLCPrivate Equity$2.8M———

Board seats(1)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

NatPets
OtherBoulder, CODirector: Jason Sowers
$17.1M raised
Since May 2014
SEC Form D

Regulatory identifiers

CRD number
162882
SEC file number
801-79787

Sources