Overview
Assets Under Management: $7.8 billion
Frequently Asked Questions
WINTON CAPITAL MANAGEMENT LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130566), WINTON CAPITAL MANAGEMENT LTD. is subject to fiduciary duty under federal law.
According to their SEC Form ADV, WINTON CAPITAL MANAGEMENT LTD. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WINTON CAPITAL MANAGEMENT LTD. manages $7.8 billion in client assets according to their SEC filing dated August 20, 2024.
According to their SEC Form ADV, WINTON CAPITAL MANAGEMENT LTD. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.85
Total Client Accounts: 27
Discretionary Accounts: 27
Regulatory Filings
CRD Number: 130566
Last Filing Date: 2024-08-20 00:00:00
Website: https://winton.com