AUMdb

Wynkoop Llc

SEC-registered Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) CRD 150018 · SEC file 801-113339 · Greenwood Village, CO · WWW.WYNKOOPFINANCIAL.COM
☆ Save with Pro ADV data as of Jun 17, 2026
Regulatory AUM
$1.2B
Discretionary
$1.2B
Clients
9
Avg AUM / client
$135M
Accounts
9
Employees
7

AUM over time

$68.9M $1.2B
Feb 8, 2012 Jun 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026

Who they serve

Client typeClientsAUM% of AUM
Banking or thrift institutions 1 $91.5M 7.52%
Investment companies 2 $805M 66.1%
Pooled investment vehicles (non-investment companies) 6 $321M 26.4%

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $209M combined gross assets

FundTypeDomicileGross assetsOwners
Wickapogue Opportunity Fund Llc Hedge Fund Delaware $103M 30
Wickapogue Structured Credit Fund Lp master Hedge Fund Delaware $73.0M 65
Timberline Fund Lp Hedge Fund Delaware $33.3M 58

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Jundt, Brandon, Donald Managing Member Feb 2009 (18y) 75% or more
Myers, David, Ross Svp Jan 2011 (16y) Less than 5%
Abrams, Leland, Gregory Svp Nov 2016 (10y) Less than 5%
Shirley, Sierra, Anne Cfo, Cco May 2017 (9y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $209M gross assets)

FundTypeGross assetsMin. investmentOwners
Wickapogue Opportunity Fund Llc Hedge Fund $103M $250K 30
Wickapogue Structured Credit Fund Lp Hedge Fund $73.0M $250K 65
Timberline Fund Lp Hedge Fund $33.3M $250K 58

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/17/2026 1.98 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.

View current Form ADV (SEC/IAPD) ↗