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| Happy Holidays!! thanks for using AUM13F!! |
| GCW Global Customised Wealth LLP
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| CRD # | 292793 |
| SEC # | 801-113227 |
| CIK # | |
| AUM | $518.0 M (2025-06-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 4402039610670 |
| Address | 1 Chesterfield Street London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | GCW Investments LP | [2020-06-04] | 34.4 | 47.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 209.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 84.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 14.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 210.3 |
| Total | 11 | 518.0 |
| By Discretionary | ||
| Discretionary | 10 | 316.7 |
| Non-Discretionary | 1 | 201.3 |
| Total | 11 | 518.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 462.4 | |
| United States Persons | 55.6 | |
| Total | 11 | 518.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Bizer | 13 | ||
| Sigurbjorn Thorkelsson | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First TURN Management LLC
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|
CA | 0.5 |
|
Seldon Capital LP
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|
CA | 0.5 |
|
Cannell Capital LLC
✚
|
WY | 0.5 |
|
Speece Thorson Capital Group Inc
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|
MN | 0.5 |
|
Guggenheim Investment Advisors LLC
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|
NY | 0.5 |
|
Caravela Energy Partners LP
✚
|
CT | 0.5 |
|
Logan Stone Capital LLC
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|
IL | 0.5 |
|
Hyperion Capital Advisors LP
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|
NY | 0.5 |
|
LOOM Capital Management LLC
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|
NY | 0.5 |
|
Eschler Asset Management LLP
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|
0.5 |