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GCW Global Customised Wealth LLP
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CRD # | 292793 |
SEC # | 801-113227 |
CIK # | |
AUM | $505.1 MM (2024-07-24) |
Employees | 7 (57% Investors, 0% Brokers) |
Phone | 4402039610670 |
Address | 1 Knightsbridge Green London, United Kingdom |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | GCW Investments LP | 2020-06-04 | 37.2 |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 3 | 245.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 68.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 13.3 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 3 | 178.0 |
Total | 10 | 505.1 |
By Discretionary | ||
Discretionary | 9 | 268.5 |
Non-Discretionary | 1 | 236.6 |
Total | 10 | 505.1 |
By Non-United States Persons | ||
Non-United States Persons | 466.8 | |
United States Persons | 38.3 | |
Total | 10 | 505.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Powell Investment Advisors LLC
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|
FL | 0.5 |
Masonry Capital Management LLC
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|
VA | 0.5 |
Shah Capital Management Inc
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|
NC | 0.5 |
Lountzis Asset Management LLC
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|
PA | 0.5 |
Speece Thorson Capital Group Inc
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|
MN | 0.5 |
Hyperion Capital Advisors LP
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|
NY | 0.5 |
Forefront Analytics LLC
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|
PA | 0.5 |
PVG Asset Management Corp
✚
|
CO | 0.5 |
Denali Advisors LLC
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|
CA | 0.5 |
AB Custom Alternative Solutions LLC
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|
TN | 0.5 |