GCW Global Customised Wealth LLP

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Assets, Funds, Holdings

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GCW Global Customised Wealth LLP
CRD #292793
SEC #801-113227
CIK #
AUM $505.1 MM (2024-07-24)
Employees 7 (57% Investors, 0% Brokers)
Phone4402039610670
Address1 Knightsbridge Green
London, United Kingdom
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
70056042028014002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other GCW Investments LP 2020-06-04 37.2
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 3 245.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 68.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 13.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 3 178.0
Total 10 505.1
By Discretionary
Discretionary 9 268.5
Non-Discretionary 1 236.6
Total 10 505.1
By Non-United States Persons
Non-United States Persons 466.8
United States Persons 38.3
Total 10 505.1
Comparable Firms State AUM ($BB)
Powell Investment Advisors LLC
FL 0.5
Masonry Capital Management LLC
VA 0.5
Shah Capital Management Inc
NC 0.5
Lountzis Asset Management LLC
PA 0.5
Speece Thorson Capital Group Inc
MN 0.5
Hyperion Capital Advisors LP
NY 0.5
Forefront Analytics LLC
PA 0.5
PVG Asset Management Corp
CO 0.5
Denali Advisors LLC
CA 0.5
AB Custom Alternative Solutions LLC
TN 0.5
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