Investment adviser · CRD 292793
GCW GLOBAL CUSTOMISED WEALTH LLP
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $1.71B Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $1,298,513,115 | 75.8% |
| Other clients | Fewer than 5 | $204,333,228 | 11.9% |
| High-net-worth individuals | Fewer than 5 | $194,955,518 | 11.4% |
| Insurance companies | Fewer than 5 | $16,093,754 | 0.9% |
Filing source
Form ADV 2109023 · Jun 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GCW INVESTMENTS LPOther Private Fund · Last reported Jun 25, 2026$59MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
GRANT THORNTON
PCAOB 248
INTERACTIVE BROKERS LLC
SEC 8-47257
SONDER PARTNERS
CRD 312374
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-8036855965
- Reported beneficial owners
- 14
- Minimum commitment
- $1M
- Form D file number
- 021-529919
Form ADV 2109023 · Jun 25, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 25, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1 CHESTERFIELD STREETLONDON, W1J 5JF, United Kingdom
CRD 292793
Filing source
Form ADV 2109023 · Jun 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.