Winton Capital Management Ltd. (London)

Name: Winton Capital Management Ltd.
Address: Grove House, London, W60 Ne
Telephone: 44-20-8576-5800

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.

Winton Capital Management: assets under management

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 firm manages $18.61 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $979.25 million each.

Investments

The firm invests in derivatives the most. They account for 74% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Matthew David Beddall serves?

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.

Careers at Winton Capital Management Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Winton Harding	Ceo, founder and chairman	1 Feb 1997	Other	4763188
Amur (Jersey) Ltd	Shareholder (a class shares)	1 Feb 2007	Other	foreign entity
Samur (Jersey) Ltd	Shareholder (a class shares)	1 Feb 2007	Other	foreign entity
Lp Goldman Sachs Petershill Non Us Master Fund	Shareholder (b class shares)	1 Jul 2007	Other	foreign entity
Matthew David Beddall	Director	1 Dec 2008	Other	6020705
Rajeev Patel	Director	1 Jun 2009	Other	6020706
Martin John Hunt	Non-executive director	1 Oct 2010	Other	4763192
Anthony Hamilton Daniell	Ceo, director	1 Oct 2010	Other	6020703
Andrew Newman Bastow	General counsel, director	1 Oct 2010	Other	6020708
Jeremy Alan Courtenay Dawson	Cfo	1 Jan 2011	Other	6021328
Nicola Louise Malhotra	Chief risk and compliance officer	1 Jul 2011	Other	6020709
Amal Murgian	Non-executive director	1 Jul 2011	Other	1833041
Nicola Louise Watson	Chief group risk officer	1 Jul 2011	Other	6020709
Anthony Hamilton Daniell	Non-executive chairman	1 Jan 2013	Other	6020703
Tony David Fenner Leitao	Ceo, director	1 Jan 2013	Other	2647968
Sandra June Noble Dawson	Non-executive director	1 Jun 2013	Other	6212202
Isobel Nicol Sharp	Non-executive director	1 Jun 2013	Other	6212203
Peter David Sullivan	Non-executive director	1 Jun 2013	Other	6212204
Robert Nicholas Reid Aitken	Chief compliance officer	1 Nov 2013	Other	5878279
Amy Brigid Ann Rentoul	Director	1 Jan 2014	Other	6176810
Winton Capital Group Limited	Holding company	1 Jan 2014	75% - 100%	foreign entity
Winton Group Limited	Holding company	1 Jan 2014	75% - 100%	foreign entity
Nicola Louise Watson	Chief compliance officer	1 Nov 2014	Other	6020709
Andrew James Moss	Director	1 Aug 2016	Other	6694372
Nicholas James Saunders	Chief operating officer	1 Dec 2016	Other	6769760
Adam Peter Waghorn	Chief compliance officer	1 Oct 2017	Other	6875392
Timothy Joe Davenport	Chief financial officer	1 Feb 2018	Other	6895909
Jonathan David Duke	Co-chief investment officer	1 Mar 2018	Other	6757389

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Airum Jersey Trust	Owner	1 Jan 2007	75% - 100%	foreign entity
Sairum Jersey Trust	Owner	1 Jan 2007	75% - 100%	foreign entity
Minerva Trust & Corporate Services	Trustee	1 Jan 2007	75% - 100%	foreign entity
Lp Goldman Sachs Petershill Fund Offshore	Limited partner	1 Nov 2007	75% - 100%	98-0562645
Inc. Goldman Sachs Petershill Fund Offshore Advisors	General partner	1 Nov 2007	Other	98-0562644
David Winton Harding	Ceo, founder and chairman	1 Jan 2014	50% - 75%	4763188

Based in London

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.