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⚲
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| W1M Investment Management Limited
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|
|
|---|---|
| CRD # | 112200 |
| SEC # | 801-60447 |
| CIK # | 0001344114 |
| AUM | $17.1 B (2025-07-21) |
| Employees | 184 (27% Investors, 0% Brokers) |
| Phone | 00442046172000 |
| Address | 16 Babmaes Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.6 | ||
| Amazon Com Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| VISA Inc | 0.3 | ||
| Synopsys Inc | 0.3 | ||
| CME Group Inc | 0.3 | ||
| International Business Machines Corp | 0.3 | ||
| Marsh & McLennan Companies Inc | 0.3 | ||
| General Electric Co | 0.3 | ||
| Thermo Fisher Scientific Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,092 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 40 | 9.9 |
| (g) Pension and profit sharing plans | 736 | 0.9 |
| (h) Charitable organizations | 191 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 245 | 1.2 |
| (n) Other | 774 | 2.1 |
| Total | 4,078 | 17.1 |
| By Discretionary | ||
| Discretionary | 3,624 | 15.7 |
| Non-Discretionary | 454 | 1.4 |
| Total | 4,078 | 17.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.9 | |
| United States Persons | 0.3 | |
| Total | 4,078 | 17.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001344114] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
C Worldwide Asset Management Fondsmaeglerselskab A/S
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|
18.5 | |
|
Choreo LLC
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IL | 18.2 |
|
Comprehensive Financial Management LLC
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CA | 17.9 |
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Letko Brosseau & Associates Inc
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17.2 | |
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Merganser Capital Management LLC
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F/m Investments LLC
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DC | 16.9 |
|
Guideline Investments LLC
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CA | 16.5 |
|
The London Company of Virginia LLC
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VA | 16.0 |
|
Vaughan Nelson Investment Management LP
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|
TX | 15.9 |