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
6

Firm details

Headquarters
London,
CRD number
130566
Registered since
March 6, 2012
Custodians
J.P. MORGAN SECURITIES INC., 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. operates as a hedge fund and registered investment adviser that also functions in commodity/managed-futures capacity (CPO/CTA). The firm serves primarily institutional clients and provides portfolio management across individuals/small businesses, pooled vehicles, investment companies, and institutional/business mandates. Winton charges fees as a percentage of assets under management alongside performance-based fees. The firm is organized as a foreign entity with individual ownership and is not positioned as a capital allocator or an active ESG investor. It is affiliated with roles typical of an alternative manager — adviser, CPO/CTA, and sponsor/GP of pooled investment vehicles.

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: US Government Bonds 22%, Private Funds 22%, Cash & Cash Equivalents 20%, Exchange Traded Equities 15%, Other 8%, Investment Grade Corp Bonds 5%, Non-Exchange Traded Equities 1%, Derivatives 1%22%
  • US Government Bonds22%
  • Private Funds22%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities15%
  • Other8%

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 4
  • Alexandra Openshaw

    General CounselCRD 7873111

  • David Harding

    David Harding

    Founder and Executive ChairmanCRD 4763188

  • Adam Waghorn

    Adam Waghorn

    CCOCRD 6875392

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$79.1M in ETFs

Passive

100%

$79.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO SENIOR LOAN ETF (BKLN)InvescoPassiveBank Loan$40.8M2,000,00051.61%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 Hoopers Ct
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth