Westbeck Capital Management LLP

RIASEC RegisteredEst. 2023
Total AUM
$404M
Discretionary
$404M
100% of AUM
Avg account
$101M
Accounts
4
Employees
8
Advisory reps
3

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 Vehicles86.65%
  • Investment Companies13.35%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Westbeck Capital Management LLP is a limited liability partnership that operates as a hedge fund manager focused on institutional clients. The adviser is SEC-registered (2023) and structured to charge both an asset-based fee and performance-based fees. It reports not being an active ESG investor and does not act as a capital allocator or pension consultant. The firm’s regulatory and operating profile shows it performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and provides portfolio management for investment companies and pooled investment vehicles. It also undertakes selection of other advisers and, per its affiliations, can serve as a sponsor, general partner or managing member of pooled vehicles.

Assets & Accounts

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

Owners & executives

1 of 1
  • 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

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Recent filings

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Awards

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Location

Primary office

London England, null

Location

London England, null

Headquartered in London England, null.

Address
4748 Piccadilly
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth