A complete list of active advisors currently associated with Winebrenner Capital Management LLC

Warmer can help you find a great advisor at Winebrenner Capital Management LLC or one who fits your needs even better.

Winebrenner Capital Management (WCM) manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates and charitable organizations and serves as general partner and adviser to four private pooled vehicles: the Winebrenner Income Fund, Winebrenner Total Return Fund, Winebrenner Real Estate Fund, and Winebrenner Opportunity Zone Fund. The firm offers discretionary portfolio management for individual accounts, fund management for pooled vehicles, and access to third‑party money managers plus complementary financial planning and tax‑related tools through unaffiliated platforms. WCM follows a bottom‑up, fundamental investment process that emphasizes analysis of financial statements, cash flow and intrinsic value to identify undervalued opportunities; at the fund level it pursues distinct objectives such as current income (Income Fund), total return (Total Return Fund), real‑estate investments (Real Estate Fund) and qualified opportunity zone investments (Opportunity Zone Fund). Portfolios are actively monitored, and the firm discloses use of non‑traditional and illiquid assets, derivatives, and other instruments in its pooled vehicles as part of its investment flexibility. Noteworthy for a team firm, WCM acts not only as an adviser to private funds but as their general partner and private fund manager, including performance‑based allocations on those funds and fund‑level acquisition/disposition arrangements for real estate investments. The firm also has affiliated property management and real‑estate entities (Timberwood Properties LLC; Winebrenner Property Management; Bourbon West Main, NuLu East Main, Main Plumb, and Main Machine) that are involved with fund investments, and it discloses related conflicts, redemption restrictions and custody/standing transfer arrangements as part of its compliance practices.

To learn more about the advisors currently working at Winebrenner Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.