WESTBECK CAPITAL MANAGEMENT LLP

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Adviser Profile
As of Date 06/28/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 16
of those in investment advisory functions 6
Registration SEC, Approved, 11/07/2023
AUM* 255,571,066
of that, discretionary 255,571,066
Private Fund GAV* 177,530,000 12.96%
Avg Account Size 42,595,178
SMA’s No
Private Funds 2
Contact Info 442 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$177,530,000

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Brochure Summary

Overview

Westbeck Capital Management LLP (“Westbeck” or the “Firm”) is a London-based fund management firm founded by Will Smith and Jean-Louis Le Mee. The Firm was authorized by the UK Financial Conduct Authority in April 2016 to conduct investment management activities and is principally owned by Mr. Smith and Mr. Le Mee, along with other employees. Westbeck is an absolute return asset manager focusing on the energy and energy transition space. The Firm currently advises and manages assets on behalf of private funds (collectively, the “funds”):
• Westbeck Volta Fund
• Westbeck Macro Fund As of October 1, 2023, the Firm manages approximately regulatory assets under management of $252,442,000. The Westbeck Volta Fund, launched in July 2019, is a private fund focused on investment opportunities with respect to the energy transition from carbon
to renewables. The Firm believes that batteries and renewables are key to fighting climate change and improving air quality and to that end, the fund is a concentrated portfolio of 20-40 listed equities in five key segments: Batteries, End Markets, Renewables, Intermediates, Critical Materials with ESG screening core to the investment approach. The Westbeck Macro Fund is a private fund that targets short-term cross-asset mis-pricing with a particular focus on short-dated index options ahead of macroeconomic catalysts and flow driven dislocations. The strategy operates a framework to define the current macroeconomic regime:
• Growth vs Inflation
• Volatility vs Correlation Westbeck’s emphasis is placed on analyzing daily and weekly flows which influence macro asset prices and changes in central bank balance sheets.