C Worldwide Asset Management Fondsmaeglerselskab A/S

RIASEC RegisteredEst. 2016

Total AUM

$15.3B

Discretionary

$15.3B

100% of AUM

Avg account

$306M

Accounts

Employees

112

Advisory reps

Firm details

Headquarters: Copenhagen,
CRD number: 173234
Registered since: August 24, 2016
Website: cworldwide.com
Custodians: BNY, J.P. MORGAN LUXEMBOURG, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Commissions, Performance Based Fees
Client types: Pooled Investment Vehicles51.73%
Pension & Profit Sharing Plans18.6%
Charitable Organizations9.56%
State / Municipal Government6.99%
Sovereign Wealth Funds6.5%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

C Worldwide Asset Management Fondsmaeglerselskab A/S is a corporate, SEC-registered investment adviser that serves primarily institutional clients. The firm provides portfolio management across a range of client types, including individuals and small businesses, investment companies, pooled vehicles, and institutional or corporate accounts. Fee arrangements include asset-based fees, commissions, and performance-linked compensation. The firm identifies itself as an active ESG investor and is not structured as a dedicated capital allocator.