# Westbeck Capital Management LLP

> Westbeck Capital Management LLP is an SEC-registered investment advisory firm in London, England, United Kingdom, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 324606
- Filed as: WESTBECK CAPITAL MANAGEMENT LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, England, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324606
- AdvisorCensus page: https://advisorcensus.com/firm/westbeck-capital-management-llp-london-england-324606

## Quick answers

**How is Westbeck Capital Management LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Westbeck Capital Management LLP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Westbeck Capital Management LLP located?**
Westbeck Capital Management LLP's principal office is in London, England, United Kingdom, according to its Form ADV.

**Is Westbeck Capital Management LLP registered with the SEC or a state?**
Westbeck Capital Management LLP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324606.

**How much does Westbeck Capital Management LLP manage?**
Westbeck Capital Management LLP reports $404,179,476 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Westbeck Capital Management LLP's assets and staff changed since 2024?**
In the Form ADV data for Westbeck Capital Management LLP: Regulatory assets under management: $255,571,066 in the October 2024 data and $404,179,476 in the October 2026 data, up 58%. Total employees: 16 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Westbeck Capital Management LLP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); investment companies (1).

**Does Westbeck Capital Management LLP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324606

**What changed in Westbeck Capital Management LLP's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $286,698,933 to $404,179,476 (+41%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $404,179,476
- Discretionary: $404,179,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $53,973,614 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $350,205,862 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [westbeckcapital.com](https://westbeckcapital.com)
- LinkedIn @westbeck-capital-management-llp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $255,571,066 | 16 | June 28, 2024 |
| October 2025 | $286,698,933 | 7 | June 27, 2025 |
| October 2026 | $404,179,476 | 8 | June 29, 2026 |

Regulatory assets under management: $255,571,066 in the October 2024 data and $404,179,476 in the October 2026 data, up 58%.
Total employees: 16 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $286,698,933 to $404,179,476 (+41%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Westbeck Capital Management LLP (CRD 324606): Form ADV filing data as of October 2026.