Westbeck Capital Management LLP

RIASEC RegisteredEst. 2023
Total AUM
$287M
Discretionary
$287M
100% of AUM
Avg account
$71.7M
Accounts
4
Employees
7
Advisory reps
4

Firm details

Headquarters
London England,
CRD number
324606
Registered since
November 7, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.85%
  • Investment Companies14.15%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Westbeck Capital Management LLP operates as a limited liability partnership and is classified as a hedge fund. Registered with the SEC in 2023, the firm primarily caters to institutional clients. It employs a fee structure that includes a percentage of assets under management, fixed fees, and performance-based fees. The firm engages in business activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA), focusing on portfolio management for pooled investment vehicles and the selection of other advisers. Westbeck Capital Management is also an active investor in Environmental, Social, and Governance (ESG) initiatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • Simon Cross

    CFO and COOCRD 7272754

  • Dorota Holowiak

    Chief Compliance OfficerCRD 6832457

Contacts

2 of 2
  • Suzanne Jenkins

    Director of Marketing and Investor RelationsCRD 8055628

  • William Smith

    William Smith

    FounderCRD 7677452

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London England, null

Location

London England, null

Headquartered in London England, null.

Address
4748 Piccadilly
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth