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VentureFirmcorporate venture · candidateregistered_investment_adviser

Winona Capital Management, LLC

Venture Capital

Chicago, IL

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:a9afc8f0-8a5d-4341-83a7-580a2a071813

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 23
On other graphs: 3
Observed: Sep 12, 2026 to Sep 17, 2026
45 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Winona Capital Management, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Winona Capital Management, LLC

Private equity manager · shared crd

RIA / Wealth Managementidentity

WINONA CAPITAL MANAGEMENT, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
Vintages: 2013 to 2014
Reported GAV: $178Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $267M
Funds with fundraising evidence: 0derived
Investments: 0
Portfolio companies: 0
Investments, 12m: 0
Partner-attributed: 0
People: 6
Investment professionals: 4derived
Co-investors: 0derived
LP relationships: 0
Stated sectors: consumeras stated by the firm
Stated geography: chicago,michigan,north america
Latest Form D: Apr 24, 2014
Latest ADV filing: May 29, 2024
Website: winonacapital.com

Funds

Fund	Vintage	Lifecycle	Form D sold	GAV
Winona Circa Co-Investor, LLC	2014	Wound down	n/a	$0
Winona Kjus Co-Investor, LLC	2014	Wound down	n/a	$3.9M
Winona Capital Partners II, LLC	2013	Harvest	$165M	$176M
KRK Capital I Limited Partnership	n/a	Wound down	n/a	$111,972
Winona Capital Partners, LLC	n/a	Unknown	n/a	$2.7M
Winona Pm Co-Investor, LLC	n/a	Wound down	n/a	$598,000

Relationships

Employs (12)

→ Consumer FocusPersonPartner Companies
factThe subject's own site
→ Martin Laird KoldykePersonMember
Sep 1, 2011 to presentfactForm ADV
→ Jason Ferris SowersPersonChief Compliance Officer, Chief Financial Officer, Director
Jul 1, 2023 to presentfactForm ADV
→ Daniel Jordan KippPersonMember
Sep 1, 2011 to presentfactForm ADV
→ Barbara Jean KellyPersonTrustee Of Lucius E. Reese Grantor Trust
Feb 1, 2017 to presentfactForm ADV
→ Lucius Everett ReesePersonMember
Sep 1, 2011 to presentfactForm ADV
→ Jeffery Steven VincentPersonDirector
Aug 1, 2006 to Mar 28, 2018inferenceForm ADV
→ Jack Michael YatesPersonChief Compliance Officer, Chief Financial Officer
Mar 1, 2020 to Jul 26, 2023inferenceForm ADV
→ Sandeep Nmn DhuperPersonChief Financial Officer/Chief Compliance Officer
Jul 1, 2017 to Mar 30, 2020inferenceForm ADV
→ John Leslie McblainPersonChief Compliance Officer / Director Of Finance
Jul 1, 2017 to Nov 19, 2019inferenceForm ADV
→ Joseph Scott WilliamsPersonDirector
Jul 1, 2011 to Mar 28, 2018inferenceForm ADV
→ Steven a CliffordPersonDirector
Aug 1, 2006 to Mar 28, 2018inferenceForm ADV

Manages (6)

→ Winona Kjus Co-Investor, LLCFundOther Private Fund
Mar 31, 2014 to presentfactForm ADV
→ Winona Capital Partners, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ KRK Capital I Limited PartnershipFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Winona Pm Co-Investor, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Winona Circa Co-Investor, LLCFundOther Private Fund
Mar 31, 2014 to presentfactForm ADV
→ Winona Capital Partners II, LLCFundPrivate Equity Fund
Mar 31, 2014 to presentfactForm ADV

Owns (4)

← LNC Investment Co., LLCFirmProfit Participation Interest
Aug 1, 2006 to presentfactForm ADV
← Lucius E. Reese Grantor TrustFirmMember
Jan 1, 2007 to presentfactForm ADV
← Laird Norton CompanyFirmMember
Aug 1, 2006 to presentfactForm ADV
← WCM Incentive, LLCFirmProfit Participation Interest
Dec 1, 2017 to presentfactForm ADV

Dated events

10 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 26, 2023
Person left
Jack Michael Yates (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of Winona Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Jul 1, 2023
Person joined
Jason Ferris Sowers joined Schedule A of Winona Capital Management, LLC as Chief Compliance Officer, Director
Form ADVobserved 7 days ago
Occurred
Mar 30, 2020
Person left
Sandeep Nmn Dhuper (Chief Financial Officer/Chief Compliance Officer) no longer on Schedule A of Winona Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Mar 1, 2020
Person joined
Jack Michael Yates joined Schedule A of Winona Capital Management, LLC as Chief Compliance Officer, Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Nov 19, 2019
Person left
John Leslie Mcblain (Chief Compliance Officer / Director Of Finance) no longer on Schedule A of Winona Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Mar 25, 2019
Person left
Daniel Jordan Kipp (Member) no longer on Schedule A of Winona Capital Management, LLC
Form ADVobserved 7 days ago
Occurred
Mar 28, 2018
Person left
Jeffery Steven Vincent (Director) no longer on Schedule A of Winona Capital
Form ADVobserved 7 days ago
Occurred
Mar 28, 2018
Person left
Steven Andrew Clifford (Director) no longer on Schedule A of Winona Capital
Form ADVobserved 7 days ago
Occurred
Mar 28, 2018
Person left
Joseph Scott Williams (Director) no longer on Schedule A of Winona Capital
Form ADVobserved 7 days ago
Occurred
Jul 1, 2017
Person joined
Sandeep Nmn Dhuper joined Schedule A of Winona Capital as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
Feb 1, 2017
Person joined
Barbara Jean Kelly joined Schedule A of Winona Capital as Trustee
Form ADVobserved 7 days ago
Occurred
Mar 30, 2012
Adviser's first ADV filing
Winona Capital Management first filed Form ADV (ERA)
Form ADVobserved 7 days ago
Occurred
Sep 1, 2011
Person joined
Daniel Jordan Kipp joined Schedule A of Winona Capital Management, LLC as Member
Form ADVobserved 7 days ago

Show 10 bookkeeping events

Occurred
Mar 30, 2020
Winona Circa Co-Investor, LLC no longer reported on Form ADV by Winona Capital Management, LLC
Occurred
Mar 30, 2020
Winona Kjus Co-Investor, LLC no longer reported on Form ADV by Winona Capital Management, LLC
Occurred
Mar 24, 2016
Winona Pm Co-Investor, LLC no longer reported on Form ADV by Winona Capital Management
Occurred
Mar 31, 2014
Winona Capital Partners II, LLC first reported on Form ADV by Winona Capital Management (Private Equity Fund), GAV $708,169
Occurred
Mar 31, 2014
Winona Circa Co-Investor, LLC first reported on Form ADV by Winona Capital Management (Other Private Fund), GAV $16,854,000
Occurred
Mar 31, 2014
Winona Kjus Co-Investor, LLC first reported on Form ADV by Winona Capital Management (Other Private Fund), GAV $2,321,000
Occurred
Mar 15, 2013
KRK Capital I Limited Partnership no longer reported on Form ADV by Winona Capital Management
Occurred
Mar 30, 2012
Winona Capital Partners, LLC first reported on Form ADV by Winona Capital Management (Private Equity Fund), GAV $132,732,797
Occurred
Mar 30, 2012
Winona Pm Co-Investor, LLC first reported on Form ADV by Winona Capital Management (Private Equity Fund), GAV $10,134,239
Occurred
Mar 30, 2012
KRK Capital I Limited Partnership first reported on Form ADV by Winona Capital Management (Private Equity Fund), GAV $111,972

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 website (Form ADV), 6 work emails (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Consumer Focus (Partner Companies), Martin Laird Koldyke (Member), Jason Ferris Sowers (Chief Compliance Officer, Chief Financial Officer, Director), Daniel Jordan Kipp (Member), Barbara Jean Kelly (Trustee Of Lucius E. Reese Grantor Trust), Lucius Everett Reese (Member).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Venture Capital
Canonical id: dfx:vc:a9afc8f0-8a5d-4341-83a7-580a2a071813
First observed: Sep 12, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Winona Capital Management, LLC

Venture Capital

Chicago, IL

This is the graph view. The full profile, with its team, deals and sources, is on Venture Capital.Open the full profile →

Search this name across graphsid dfx:vc:a9afc8f0-8a5d-4341-83a7-580a2a071813

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.