C Worldwide Asset Management Fondsmaeglerselskab A/S

RIASEC Registered

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: J.P. MORGAN SECURITIES INC., BNY, 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 an institutional registered investment adviser that primarily serves institutional clients. The firm is organized as a corporation and lists combined foreign-entity and individual ownership. It has been SEC-registered since 2016 and is not a multi-state or newly formed adviser. Advisory services focus on portfolio management across client types: individuals and small businesses, investment companies, pooled investment vehicles, and institutional or corporate clients. The firm describes itself as an active ESG investor and employs a mix of fee arrangements, including percentage-of-AUM fees, commission-based charges, and performance-linked fees.