C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S
Adviser information for C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Denmark |
Employees
| Total Number of Employees | 117 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 54 | $17.8B |
| Non-Discretionary | 1 | $78.8M |
| Total | 55 | $17.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $110.5M |
| Investment companies | 1 | $31.4M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 26 | $7.8B |
| Pension and profit sharing plans | 12 | $6.7B |
| Charitable organizations | <5 | $1.4B |
| State or municipal gov entities | <5 | $862.1M |
| Other investment advisers | <5 | $80.6M |
| Insurance companies | <5 | $441.8M |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 5 | $451.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 99 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMCommissionsPerformance-based fees |
Principal Office
DAMPFAERGEVEJ 26COPENHAGEN
Denmark
Monday - Friday, 08.00-17.00
Tel: +45 35 46 35 00, Fax: None
Websites
www.linkedin.com/company/c-worldwide-asset-management/
www.cworldwide.com/
www.cworldwide.com/dk/
www.cworldwide.com/us/
www.cworldwide.se/
www.cworldwide.com/fi/
www.linkedin.com/company/c-worldwide-asset-management-se/
institutions.cworldwide.se/
advisor.cworldwide.com/
www.cworldwide.fi/
www.cworldwide.dk/
funds.cworldwide.com/us/
Chief Compliance Officer
ANETTE HERBING
DAMPFAERGEVEJ 26
COPENHAGEN
Denmark
Tel:
+45 35 46 35 79
A*@*************M
(Full email address available in API data)
Regulatory Contact
THOMAS RIISE
HEAD OF LEGAL
DAMPFAERGEVEJ 26
COPENHAGEN
Denmark
Tel:
+45 35 46 35 85
L********@*************M
(Full email address available in API data)
Industry Affiliates
| C WORLDWIDE ASSET MANAGEMENT AS | Other investment adviser, including financial planners |
| CARNEGIE INVESTMENT BANK AB | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersBanking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| C WORLDWIDE HOLDING A/S | Foreign Entity | – | SHAREHOLDER | 06/1996 | > 75% |
| DOLANG, ROLF, REN� | Individual | – | CHIEF FINANCIAL OFFICER | 06/1998 | < 5% |
| C WORLDWIDE GROUP HOLDING A/S | Foreign Entity | C WORLDWIDE HOLDING A/S | SHAREHOLDER | 12/2009 | > 75% |
| ANDERSEN, LARS, NMN | Individual | – | BOARD MEMBER | 11/2011 | < 5% |
| KNUDSEN, BO, ALMAR | Individual | – | CHIEF EXECUTVE OFFICER | 01/2012 | < 5% |
| CAM HOLDING 1 DK APS | Foreign Entity | C WORLDWIDE GROUP HOLDING A/S | SHAREHOLDER | 05/2013 | > 75% |
| CARNEO AB | Foreign Entity | CAM HOLDING 1 DK APS | SHAREHOLDER | 04/2016 | > 75% |
| ALTOR AM GROUP HOLDING I S.�.R.L. | Foreign Entity | CARNEO AB | SHAREHOLDER | 04/2016 | 50-75% |
| ALTOR CIB HOLDING S.� R.L. | Foreign Entity | CARNEO AB | SHAREHOLDER | 04/2016 | 25-50% |
| ALTOR CAM HOLDING LIMITED | Foreign Entity | ALTOR AM GROUP HOLDING I S.�.R.L. | SHAREHOLDER | 05/2009 | > 75% |
| ALTOR CIB HOLDING LIMITED | Foreign Entity | ALTOR CIB HOLDING S.� R.L. | SHAREHOLDER | 05/2009 | > 75% |
| ALTOR FUND III (NO. 1) LIMITED PARTNERSHIP | Foreign Entity | ALTOR CAM HOLDING LIMITED | SHAREHOLDER | 05/2009 | 25-50% |
| ALTOR FUND III (NO. 1) LIMITED PARTNERSHIP | Foreign Entity | ALTOR CIB HOLDING LIMITED | SHAREHOLDER | 05/2009 | 25-50% |
| ALTOR FUND III (NO. 2) LIMITED PARTNERSHIP | Foreign Entity | ALTOR CAM HOLDING LIMITED | SHAREHOLDER | 05/2009 | 50-75% |
| ALTOR FUND III (NO. 2) LIMITED PARTNERSHIP | Foreign Entity | ALTOR CIB HOLDING LIMITED | SHAREHOLDER | 05/2009 | 50-75% |
| ALTOR FUND III GP LIMITED | Foreign Entity | ALTOR FUND III (NO. 1) LIMITED PARTNERSHIP | GENERAL PARTNER/INVESTMENT MANAGER | 05/2009 | |
| ALTOR FUND III GP LIMITED | Foreign Entity | ALTOR FUND III (NO. 2) LIMITED PARTNERSHIP | GENERAL PARTNER/INVESTMENT MANAGER | 05/2009 | |
| ALTOR HOLDINGS LIMITED | Foreign Entity | ALTOR FUND III GP LIMITED | SHAREHOLDER | 12/2009 | > 75% |
| KRISTIANSEN, TIM, NMN | Individual | – | CHIEF OPERATIONAL OFFICER | 08/2018 | < 5% |
| J�GER, ANNE, NMN | Individual | – | BOARD MEMBER | 11/2018 | < 5% |
| RIISE, THOMAS, NMN | Individual | – | HEAD OF LEGAL | 12/2019 | < 5% |
| JOHANSEN, SOEREN, DAN | Individual | – | CHAIRMAN OF THE BOARD | 03/2020 | < 5% |
| HERBING, ANETTE, NMN | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2020 | < 5% |