Windmill Hill Asset Management Limited (Waddesdon)

Windmill Hill Asset Management Limited is a large advisory firm based in Waddesdon. It manages $3.24 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013.

Windmill Hill Asset Management Limited provides portfolio management for pooled investment vehicles and portfolio management for endowments, charities and other business entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Windmill Hill Asset Management Limited: assets under management

The assets under management (AUM) of Windmill Hill Asset Management Limited is $3.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.5 million each.

Windmill Hill Asset Management Limited has custody of $3.24 billion in cash and securities for 11 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Windmill Hill Asset Management Limited 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.

Careers at Windmill Hill Asset Management Limited

Nathaniel Charles Jacob Rothschild has been acting as President since 1 Nov 1999. Magnus James Goodlad joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nathaniel Charles Jacob Rothschild	Chairman	1 Nov 1999	Other	6246743
Craig Christian Armstrong	Investment director	1 Mar 2007	Other	6247202
Adam Edward Spencer Bennett	Chief compliance officer	1 Apr 2009	Other	6246744
Leslie Jane Ferrar	Director	1 Jan 2013	Other	6246741
Jonathan Andrew Kestenbaum	Director	1 Jan 2013	Other	6246757
Hannah Mary Rothschild	Director	1 Jan 2013	Other	6246755
Eli Jean Muraidekh	Investment director	1 Jan 2013	Other	2083295
Eli Sean Muraidekh	Investment director	1 Jan 2013	Other	2083295
Fondation Berma	Shareholder	1 May 2013	75% - 100%	13-3068203
The Rothschild Foundation	Shareholder	1 May 2013	Other	00-0000000
Rothschild Foundation (Hanadiv) Europe	Shareholder	1 May 2013	Other	00-0000000
Ron Yedidia Tabbouche	Investment director	1 Jul 2013	Other	6246748
Denis Graham Raeburn	Deputy chairman	1 Sep 2013	Other	6246740
Daniel Fadlun	Investment director	1 Nov 2013	Other	6270504
Magnus James Goodlad	Director	1 Nov 2014	Other	6039818

Based in Waddesdon

The principal office where Windmill Hill Asset Management Limited performs its advisory services is located at Windmill Hill, Silk Street, Waddesdon, Hp18 0 Jz, which is also the mailing address of the firm. The firm also has an office outside of the United States.