# Winona Capital Management: portfolio, investments and team

> Winona Capital Management is a growth equity based in United States. 4 investments on record, latest May 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/winona-capital-management (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Winona Capital Management

Last cheque observed May 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Email

Growth equity Quiet Last fund $165M, Apr 2014

Growth Consumer Brands

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 4 on record

Since the last cheque **4209** days **00** hrs **00** min **00** sec

Median round **$10M** Rounds led **0 of 4** Sole investor **2 rounds**

Pitch Winona Capital Management

## Winona Capital Management highlights

- 01 4 rounds on record
- 02 Mostly Growth: 100% of its rounds
- 03 Sole investor in 2 rounds, median $10M

## What they do

> Growth Capital From their own website

- **Type:** Growth equity
- **Cheque size:** Not stated
- **Stages:** Growth
- **Sectors:** Consumer Brands
- **Based in:** Chicago, United States
- **Cold pitches:** Not accepted

## The record

Every round we can evidence, newest first **4 appearances**

- **2015** 2 rounds
- **May** **[Diono](https://millionrounds.com/company/diono)** US **Undisclosed** Sole investor
- **Apr** **[Evereve](https://millionrounds.com/company/evereve)** US **Undisclosed** With 1 other
- **2014** 1 round
- **May** **[I and love and you](https://millionrounds.com/company/i-and-love-and-you)** Growth · US **Undisclosed** With 1 other
- **2007** 1 round
- **Jul** **[Boloco](https://millionrounds.com/company/boloco)** Growth · US **$10M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **6 named**

BJ **Barbara Jean Kelly** Trustee of Lucius E. Reese Grantor Trust i Form ADV

DJ **Daniel J. Kipp** Member of WCM GP II, LLC, the General Partner i Filing they signed

JF **Jason Ferris Sowers** Chief Compliance Officer, Chief Financial Officer, Director i Form ADV

LE **Lucius Everett Reese** Member of WCM GP II, LLC, the General Partner i Filing they signed

ML **M. Laird Koldyke** Member of WCM GP II, LLC, the General Partner i Filing they signed

ML **Martin Laird Koldyke** Founder & Managing Director; Member i Form ADV

We also hold **10** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$256M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Winona Capital Management, LLC
- **SEC number:** CRD 162882

Funds on its Form ADV

**6** private funds, **$411M** in gross assets · filed May 2024

- Winona Capital Partners II, L.P. *Private equity* 89 investors $176M
- WCP EE Investor LLC *Private equity* 10 investors $172M
- Winona R&G, LLC *Private equity* 7 investors $44M
- Diono Extension, LLC *Private equity* 55 investors $11M
- ILY Extension, LLC *Private equity* 54 investors $5.5M
- Winona Capital Partners, LLC *Private equity* 20 investors $2.7M

Latest fund on file

**$165M**

raised in Apr 2014

From its SEC filing. Nothing newer is on file yet.

## The cheque

Growth

Median round joined **$10M** the round, not its cheque Alone, median **$10M**

Led 0 of 4 rounds **0%**

- **Sole investor:** 2 rounds
- **Last cheque:** May 2015

Rounds by stage said on their site

- Growth said *2*

Cheques by year Led Joined

2007 2015

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## Quick answers about Winona Capital Management

### What does Winona Capital Management invest in?

Winona Capital Management invests most often at Growth (100% of the rounds on record), in sectors such as Consumer and Brands.

### How active is Winona Capital Management?

4 investments on record, 0 of them in the last 12 months. The most recent was in May 2015.

### How big are Winona Capital Management's cheques?

The median round it joins is $10M.

### Is Winona Capital Management investing now?

No investments in the last 12 months; the latest was in May 2015.

### What kind of investor is Winona Capital Management?

Winona Capital Management is a growth equity firm based in Chicago, United States.

### How much does Winona Capital Management manage?

About $256M, as regulatory assets under management (Oct 2026).

### Has Winona Capital Management raised a new fund?

Its latest fund filing with the SEC was in Apr 2014, reporting $165M raised.

### When was Winona Capital Management founded?

Winona Capital Management was founded in 2007.

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