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IWC INVESTMENT PARTNERS A/S

CRD 287869File 801-110607
APPROVED
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.95B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.95B
Clients
1
1 accounts
Employees
30

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Jun 19, 2017
Principal office
SCHERFIGSVEJ 10, ST. TH., COPENHAGEN, DK-2100
Phone
+45 5381 1875

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.95B
Discretionary AUM
$0
Non-discretionary AUM
$2.95B
Discretionary accounts
0
Non-discretionary accounts
1
Total accounts
1
AUM per client
$2.95B

Clients by type

ADV Item 5D
Client typeClientsAUM
State or municipal government entities1$2.95B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges

Advisory activities

  • Selection of other advisers
  • Portfolio management for other

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2

Filed changes

DateFieldFromToChange
Apr 1, 2026DisclosuresNoYes
Apr 1, 2026AUM$2,972,997,111$2,948,321,247decreased by$24,675,864
May 1, 2025
vs Oct 1, 2022
Employees2130increased by9
May 1, 2025
vs Oct 1, 2022
CustodyYesNo
May 1, 2025
vs Oct 1, 2022
Clients81decreased by7
May 1, 2025
vs Oct 1, 2022
AUM$5,239,413,415$2,972,997,111decreased by$2,266,416,304
May 1, 2025
vs Oct 1, 2022
Accounts81decreased by7
Apr 1, 2022AUM$4,654,296,935$5,239,413,415increased by$585,116,480
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “IWC INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IWC INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.