Iwc Investment Partners A/S (Frederiksberg C)

Name: Iwc Investment Partners A/S
Address: Amalievej 20, Frederiksberg C, Dk 1875
Telephone: +45 5381 1875

Iwc Investment Partners A/S is a large advisory firm based in Frederiksberg C. It manages $2.22 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2017.

Iwc Investment Partners A/S provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iwc Investment Partners A/S: assets under management

The assets under management (AUM) of Iwc Investment Partners A/S is $2.22 billion. The firm's AUM has gone down by -22% since the beginning of its operation, and $2.22 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $181.47 million in discretionary accounts and $2.04 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $340.01 million.

Iwc Investment Partners A/S has custody of $181.47 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iwc Investment Partners A/S for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Iwc Investment Partners A/S serves?

The firm provides services to pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Iwc Investment Partners A/S is pension and profit sharing plans with 5 clients and $1.52 billion of assets under management. Among the 10 most similar advisory firms, Iwc Investment Partners A/S has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $2.22 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Iwc Investment Partners A/S doesn't advise any private funds.

Careers at Iwc Investment Partners A/S

The company employs 24 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Henrik (Nmn) Lundqvist has served as the Chief Investment Officer since 1 Mar 2012 and Otto Frederik Juel Reventlow is the Chief Executive Officer of Iwc Investment Partners A/S family office. International Woodland Company Holding A/S joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
International Woodland Company Holding A/S	Shareholder	1 Mar 2012	75% - 100%	foreign
Steen (Nmn) Villemoes	Chairman of the board of directors	1 Mar 2012	Other	6790640
Jan Kamp Justesen	Vice chairman of the board of directors	1 Mar 2012	Other	6790642
Peter Vilhelm Carøe	Member of the board of directors	1 Mar 2012	Other	6790643
Nis Jul Clausen	Member of the board of directors	1 Mar 2012	Other	6790648
Lars (Nmn) Wilhelm	Member of the board of directors	1 Mar 2012	Other	6790650
Otto Frederik Juel Reventlow	Chief executive officer	1 Mar 2012	Other	6790651
Henrik (Nmn) Lundqvist	Chief investment officer	1 Mar 2012	Other	6790652
Karsten (Nmn) Rømer	Chief compliance officer, director of legal and compliance	1 Mar 2012	Other	6790654

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Orew Holding Aps	Shareholder	1 Mar 2012	25% - 50%	foreign
Lb Forsikring A/S	Shareholder	1 Mar 2012	25% - 50%	foreign
International Woodland Company Employee Aps	Shareholder	1 Mar 2012	25% - 50%	foreign
Hlundqvist Holding Aps	Shareholder	1 Mar 2012	25% - 50%	foreign

Based in Frederiksberg C

The principal office where Iwc Investment Partners A/S performs its advisory services is located at Amalievej 20, Frederiksberg C, Dk 1875, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +45 5381 1875. The normal business hours are 9am- 5pm on Monday - Friday. You can find more information about the New York firm at iwc.dk.