Winton Capital Management Ltd. is a large advisory firm based in London. It manages $18.61 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2012.
Winton Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Winton Capital Management Ltd. is $18.61 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and $18.36 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Winton Capital Management Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Matthew David Beddall is pooled investment vehicles with 18 clients and $18.28 billion of assets under management. Among the 11 most similar advisory firms, Winton Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $18.28 billion for 18 clients. 72% of the firm’s clients are foreign persons or businesses.
Winton Capital Management also advises several private funds. Namely, seven hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $300,000,000.
The company employs 223 people that are either part- or full-time employees. 5 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Matthew David Beddall has been acting as President since 1 Dec 2008. Jonathan David Duke joined the executive team most recently as the Co Chief Investment Officer.
The principal office where Winton Capital Management Ltd. performs its advisory services is located at Grove House, London, W60 Ne, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44-20-8576-5800 or by fax 44-20-7610-5301. The normal business hours are 0800 - 1800 on Monday - Friday. You can find more information about the New York firm at wintoncapital.com.