Gcw Global Customised Wealth Llp is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated June 25, 2025, reports $518M in regulatory assets under management, 6 employees, and 11 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentFUND OF ONE represent 40.0% of total clients.
Top client categories% of clientsClients
1
FUND OF ONE
40.0%
4
2
HNWI
30.0%
3
3
Pooled Investment Vehicles
20.0%
2
4
Insurance Cos.
10.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$518Mas of June 25, 2025
Discretionary61.1%
$317M
61% of total RAUM61.1%
Non-discretionary38.9%
$201M
39% of total RAUM38.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$518M
Total Accounts11
10Y AUM Change+$518M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.