IWC INVESTMENT PARTNERS A/S
Adviser information for IWC INVESTMENT PARTNERS 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 | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Denmark |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 16 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $199.9M |
| Non-Discretionary | 7 | $5.4B |
| Total | 10 | $5.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $199.9M |
| Pension and profit sharing plans | 6 | $2.4B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 1 | $3.0B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 80 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110607 |
|---|---|
| SEC ERA File Number | 801-110607 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 287869 |
| Legal Entity Identifier | 213800L3G4ULAXHJKK81 |
Principal Office
SCHERFIGSVEJ 10ST. TH.
COPENHAGEN
Denmark
Monday - Friday, 9AM- 5PM
Tel: +45 5381 1875, Fax: None
Chief Compliance Officer
KARSTEN R�MER
DIRECTOR OF LEGAL AND COMPLIANCE
SCHERFIGSVEJ 10
ST. TH.
COPENHAGEN
Denmark
Tel:
+45 5381 1875
K*@*****K
(Full email address available in API data)
Regulatory Contact
OTTO FREDERIK JUEL REVENTLOW
CHIEF EXECUTIVE OFFICER
SCHERFIGSVEJ 10
ST. TH.
COPENHAGEN
Denmark
Tel:
+45 2081 8587
O*@*****K
(Full email address available in API data)
Industry Affiliates
| ITP I GP APS | Sponsor, GP, manager of pooled investment vehicles |
| ITP II GP APS | Sponsor, GP, manager of pooled investment vehicles |
| IWC EVERGREEN III GP APS | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INTERNATIONAL WOODLAND COMPANY HOLDING A/S | Foreign Entity | – | SHAREHOLDER | 03/2012 | > 75% |
| HLUNDQVIST HOLDING APS | Foreign Entity | INTERNATIONAL WOODLAND COMPANY HOLDING A/S | SHAREHOLDER | 03/2012 | 25-50% |
| VILLEMOES, STEEN, (NMN) | Individual | – | CHAIRMAN OF THE BOARD OF DIRECTORS | 03/2012 | < 5% |
| CLAUSEN, NIS, JUL | Individual | – | VICE CHAIRMAN OF THE BOARD OF DIRECTORS | 03/2012 | < 5% |
| REVENTLOW, OTTO, FREDERIK, JUEL | Individual | – | CHIEF EXECUTIVE OFFICER AND MEMBER OF THE BOARD OF DIRECTORS | 03/2012 | < 5% |
| LUNDQVIST, HENRIK, (NMN) | Individual | – | CHIEF OPERATING OFFICER | 03/2012 | < 5% |
| R�MER, KARSTEN, (NMN) | Individual | – | CHIEF COMPLIANCE OFFICER, DIRECTOR OF LEGAL AND COMPLIANCE | 03/2012 | < 5% |
| REVENTLOW, OTTO, FREDERIK, JUEL | Individual | INTERNATIONAL WOODLAND COMPANY HOLDING A/S | SHAREHOLDER | 03/2012 | 50-75% |
| LUNDQVIST, HENRIK, (NMN) | Individual | HLUNDQVIST HOLDING APS | SHAREHOLDER | 03/2012 | > 75% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | Foreign Entity | INTERNATIONAL WOODLAND COMPANY HOLDING A/S | SHAREHOLDER | 09/2023 | 50-75% |
| Meyer, Jean, Emmanuel | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 12/2023 | < 5% |
| Behaghel, Astrid, De Lestrange | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 01/2024 | < 5% |