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
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentFUND OF ONE represent 36.4% of total clients.
Top client categories% of clientsClients
1
FUND OF ONE
36.4%
4
2
HNWI
27.3%
3
3
Pooled Investment Vehicles
27.3%
3
4
Insurance Cos.
9.1%
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$1.7Bas of June 25, 2026
Discretionary89.4%
$1.5B
89% of total RAUM89.4%
Non-discretionary10.6%
$182M
11% of total RAUM10.6%
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$1.7B
Total Accounts15
10Y AUM Change+$1.7B
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.