GCW Partners LLP

RIASEC RegisteredEst. 2018
Total AUM
$1.7B
Discretionary
$1.5B
89% of AUM
Avg account
$114M
Accounts
15
Employees
6
Advisory reps
4

Firm details

Headquarters
London,
CRD number
292793
Registered since
May 16, 2018
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles75.76%
  • Other11.92%
  • HNWI11.37%
  • Insurance Companies0.94%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GCW Partners LLP is a limited liability partnership that registered with the SEC in 2018 and serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and manages pooled investment vehicles; it also acts as sponsor, general partner, and managing member of pooled vehicles it advises. Fee arrangements include a percentage-of-assets component plus performance-based and other fee structures. GCW does not identify as an active ESG investor and is not designated a multi-state adviser. GCW’s owner base is listed as a mix of a foreign entity and an individual. The firm is not labeled a capital allocator, which suggests it generally manages or sponsors vehicles rather than operating primarily as an outsourced allocator to other managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 61%, Exchange Traded Equities 34%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 2%61%
  • Private Funds61%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities2%

Owners & executives

1 of 1
  • Banshi Patel

    Chief Compliance Officer and Head of OperationsCRD 8070943

Contacts

3 of 3
  • Sigurbjorn Thorkelsson

    Sigurbjorn Thorkelsson

    Managing PartnerCRD 2263991

  • Adam Domat

    Managing PartnerCRD 5810092

  • David Bizer

    David Bizer

    Managing PartnerCRD 2387915

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
1 Chesterfield St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth