The WAVERTON INVESTMENT MANAGEMENT LIMITED is a privately held investment adviser that advises $37.5Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. WAVERTON INVESTMENT MANAGEMENT LIMITED is a Public/Private Fund Assets increased by 151.85% over the last 5-years.
The Group has been registered with the SEC for 24.92 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 16 BABMAES STREET, LONDON, -. The Group has been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 200 employees comprised of 99 investment and 101 non-investment staff. The total number of Employees increased by 6.38% over the last 5-years.
Their $37.5Bn in assets advised are owned by 49 private funds, 25 public funds and BDCs and 548 other accounts. Assets of Investment Companies (IC) clients own $14.26Bn or 38.02% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $14.11Bn or 37.63% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 48.87%, 37.61% and 13.52% of total assets, respectively.
They advise 6 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WAVERTON INVESTMENT MANAGEMENT LIMITED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.