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| IWC Investment Partners A/S
✚
|
|
|---|---|
| CRD # | 287869 |
| SEC # | 801-110607 |
| CIK # | |
| AUM | $5.6 BB (2024-03-26) |
| Employees | 23 (70% Investors, 0% Brokers) |
| Phone | 455-381-1875 |
| Address | Scherfigsvej 10 Copenhagen, Denmark |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | IWC Timberland Partners II K/S | 2018-03-23 | 50.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.2 |
| (g) Pension and profit sharing plans | 6 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 3.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 5.6 |
| By Discretionary | ||
| Discretionary | 3 | 0.2 |
| Non-Discretionary | 7 | 5.4 |
| Total | 10 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 3.8 | |
| Total | 10 | 5.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guggenheim Funds Distributors LLC
✚
|
IL | 5.9 |
|
Altamar Partners North America LLC
✚
|
NY | 5.9 |
|
Morgan Stanley Eaton Vance CLO Manager LLC
✚
|
NY | 5.7 |
|
Novacap Management US Inc
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|
5.7 | |
|
Oneamerica Investment Advisory Services LLC
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|
IN | 5.5 |
|
20 Gates Management LLC
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|
NY | 5.4 |
|
Bluerock Fund Advisor LLC
✚
|
NY | 5.4 |
|
Hudson Housing Capital LLC
✚
|
NY | 5.4 |
|
NS Partners Ltd
✚
|
5.4 | |
|
Partners Group US Management CLO LLC
✚
|
NY | 5.4 |