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WINSHIP PARK ASSET MANAGEMENT, LLC

Advisory

CA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,623
of 5,480 advisers by AUM
Average account
$3M
across 14 accounts
AUM per adviser
$42M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM
$42M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

KATAM HILL LLC
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+28.8% 1Y
THE WEALTH COLLECTIVE, LLC
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$42M
BRIGHTVIEW FINANCIAL SOLUTIONS, LLC
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$42M
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$43M
ALTERNATIVE ACCESS FUNDS, LLC
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$43M
+70.4% 1Y

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