Winton Capital Management Ltd.

RIASEC RegisteredEst. 2012
Total AUM
$11.7B
Discretionary
$11.7B
100% of AUM
Avg account
$307M
Accounts
38
Employees
149
Advisory reps
5

Firm details

Headquarters
London,
CRD number
130566
Registered since
March 6, 2012
Custodians
J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC, BANK OF NEW YORK MELLON INTERNATIONAL LTD
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.22%
  • HNWI6.64%
  • Sovereign Wealth Funds3.66%
  • Investment Companies3.48%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Winton Capital Management Ltd. is structured as a hedge fund and operates with commodity pool operator/commodity trading advisor (CPO/CTA) activity. The adviser, formed in 2012 and listed as a foreign/individual ownership type, serves primarily institutional clients and provides portfolio management across a range of client types — individuals and small businesses, investment companies, pooled vehicles, and institutional/business clients. Compensation follows a mix of asset-based fees and performance-linked fees consistent with a hedge fund/CTA model. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant. In its corporate role it also functions as a sponsor, general partner and managing member of pooled investment vehicles in addition to its advisory responsibilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 21%, Sovereign Bonds 20%, US Government Bonds 17%, Exchange Traded Equities 14%, Cash & Cash Equivalents 13%, Other 8%, Non-Exchange Traded Equities 6%, Derivatives 1%21%
  • Private Funds21%
  • Sovereign Bonds20%
  • US Government Bonds17%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents13%

Owners & executives

2 of 2
  • Nicholas Saunders

    Nicholas Saunders

    Chief Operating OfficerCRD 6769760

  • Simon Judes

    Simon Judes

    Co-Chief Investment OfficerCRD 7261289

Contacts

3 of 3
  • Alexandra Openshaw

    General CounselCRD 7873111

  • David Harding

    David Harding

    Founder and Executive ChairmanCRD 4763188

  • Adam Waghorn

    Adam Waghorn

    CCOCRD 6875392

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$286M in ETFs

Passive

97%

$278M

Active

3%

$8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD)BlackRockPassiveCorporate Bond$77.5M710,17327.08%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 Hoopers Ct
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth