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GCW GLOBAL CUSTOMISED WEALTH LLP

CRD 292793 · SEC 801-113227

Advisory firmLLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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1 CHESTERFIELD STREET, LONDON, W1J 5JF, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$518.0M

Discretionary AUM

$316.7M

Team

6 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Partnership

Filing date

2025-06-25

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
High net worth individuals3$209.0M
Pooled investment vehicles2$84.4M
Insurance companies1$14.2M

All web addresses on file

Official SEC filing: View on IAPD