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| GCW Global Customised Wealth LLP
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|---|---|
| CRD # | 292793 |
| SEC # | 801-113227 |
| CIK # | |
| AUM | 1,713.9 M (2026-06-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 4402039610670 |
| Address | 1 Chesterfield Street London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | GCW Investments LP | [2020-06-04] | 34.4 M | 59.0 M |
| Filed 2025-05-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 195.0 |
| (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 | 3 | 1,298.5 |
| (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 | 16.1 |
| (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 | 204.3 |
| Total | 15 | 1,713.9 |
| By Discretionary | ||
| Discretionary | 14 | 1,532.0 |
| Non-Discretionary | 1 | 181.9 |
| Total | 15 | 1,713.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,646.8 | |
| United States Persons | 67.1 | |
| Total | 15 | 1,713.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Bizer | Executive Officer | 13 | 3 | |
| Sigurbjorn Thorkelsson | Executive Officer | 3 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | 213800S4QY4CPYJP6C81 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cushing Asset Management LP
✚
|
TX | 1,750.3 M |
|
Rice Hall James & Associates LLC
✚
|
CA | 1,740.3 M |
|
Accumulus Capital Management LLC
✚
|
NY | 1,740.0 M |
|
Delegate Advisors LLC
✚
|
NC | 1,713.9 M |
|
P/E Global LLC
✚
|
MA | 1,708.7 M |
|
Seelaus Asset Management LLC
✚
|
NJ | 1,704.3 M |
|
Smith Affiliated Capital Corp
✚
|
NY | 1,682.1 M |
|
Levin Capital Strategies LP
✚
|
NY | 1,659.5 M |
|
Third Avenue Management LLC
✚
|
NY | 1,626.4 M |
|
Intrepid Capital Management Inc
✚
|
FL | 1,623.8 M |