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| GCW Global Customised Wealth LLP
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|
|---|---|
| CRD # | 292793 |
| SEC # | 801-113227 |
| CIK # | |
| AUM | $338.2 MM (2022-06-29) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 4402039610670 |
| Address | 10 Brook Street London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | GCW Investments LP | 2020-06-04 | 21.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 14.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 41.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 281.7 |
| Total | 6 | 338.2 |
| By Discretionary | ||
| Discretionary | 6 | 338.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 338.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 316.6 | |
| United States Persons | 21.6 | |
| Total | 6 | 338.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ARIN Risk Advisors LLC
✚
|
PA | 0.3 |
|
Gardner Lewis Asset Management LP
✚
|
PA | 0.3 |
|
Welch Capital Partners LLC
✚
|
NY | 0.3 |
|
Diker Management LLC
✚
|
NY | 0.3 |
|
Sapere Wealth Management LLC
✚
|
NC | 0.3 |
|
Diastole Wealth Management Inc
✚
|
CT | 0.3 |
|
Trinity Legacy Partners LLC
✚
|
TX | 0.3 |
|
Ashdon Investment Management LLC
✚
|
TN | 0.3 |
|
One Oak Capital Management LLC
✚
|
NY | 0.3 |
|
L2 Asset Management LLC
✚
|
MA | 0.3 |