{
  "crd_number": 173234,
  "slug": "c-worldwide-asset-management-fondsmaeglerselskab-a-s-copenhagen-173234",
  "primary_business_name": "C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S",
  "legal_name": "C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S",
  "dbas": [],
  "city": "Copenhagen",
  "state": null,
  "country": "Denmark",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-08-24",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 15283391233.0,
  "raum_discretionary": 15283391233.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 112,
  "advisory_employees": 23,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1460440052.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 1068157195.0,
      "count": 1,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 488956277.0,
      "count": 3,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 509589755.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 2843306970.0,
      "count": 8
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 7906296053.0,
      "count": 30
    },
    "corporations_other_businesses": {
      "raum": 13758648.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 992886283.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://advisor.cworldwide.com",
    "https://cworldwide.com",
    "https://cworldwide.com/US",
    "https://cworldwide.dk",
    "https://cworldwide.se",
    "https://linkedin.com/COMPANY/C-WORLDWIDE-ASSET-MANAGEMENT",
    "https://linkedin.com/COMPANY/C-WORLDWIDE-ASSET-MANAGEMENT-SE"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173234",
  "city_as_filed": "COPENHAGEN",
  "url": "https://advisorcensus.com/firm/c-worldwide-asset-management-fondsmaeglerselskab-a-s-copenhagen-173234",
  "display_name": "C Worldwide Asset Management Fondsmaeglerselskab A/S",
  "summary": "C Worldwide Asset Management Fondsmaeglerselskab A/S is an SEC-registered investment advisory firm in Copenhagen, Denmark, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. C Worldwide Asset Management Fondsmaeglerselskab A/S (CRD 173234): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is C Worldwide Asset Management Fondsmaeglerselskab A/S compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), C Worldwide Asset Management Fondsmaeglerselskab A/S reports these compensation arrangements: a percentage of assets under its management; commissions; performance-based fees."
    },
    {
      "q": "Where is C Worldwide Asset Management Fondsmaeglerselskab A/S located?",
      "a": "C Worldwide Asset Management Fondsmaeglerselskab A/S' principal office is in Copenhagen, Denmark, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is C Worldwide Asset Management Fondsmaeglerselskab A/S registered with the SEC or a state?",
      "a": "C Worldwide Asset Management Fondsmaeglerselskab A/S is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 173234."
    },
    {
      "q": "How much does C Worldwide Asset Management Fondsmaeglerselskab A/S manage?",
      "a": "C Worldwide Asset Management Fondsmaeglerselskab A/S reports $15,283,391,233 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have C Worldwide Asset Management Fondsmaeglerselskab A/S' assets and staff changed since 2021?",
      "a": "In the Form ADV data for C Worldwide Asset Management Fondsmaeglerselskab A/S: Regulatory assets under management: $24,706,961,031 in the October 2021 data and $15,283,391,233 in the October 2026 data, down 38%. Total employees: 101 in October 2021 and 112 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does C Worldwide Asset Management Fondsmaeglerselskab A/S serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30); pension and profit sharing plans (but not the plan participants or government pension plans) (8); charitable organizations (4)."
    },
    {
      "q": "Which custodians does C Worldwide Asset Management Fondsmaeglerselskab A/S use?",
      "a": "C Worldwide Asset Management Fondsmaeglerselskab A/S' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY, JPMorgan Chase Bank and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does C Worldwide Asset Management Fondsmaeglerselskab A/S report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173234"
    },
    {
      "q": "Does C Worldwide Asset Management Fondsmaeglerselskab A/S state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"The minimum account size to be accepted is generally USD 20 million, but this is negotiable.\""
    },
    {
      "q": "What changed in C Worldwide Asset Management Fondsmaeglerselskab A/S' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 25 to 23. Regulatory assets under management went from $18,483,169,161 to $15,283,391,233 (-17%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 24706961031.0,
      "total_employees": 101,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 22843210493.0,
      "total_employees": 101,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 20053634436.0,
      "total_employees": 110,
      "filing_date": "2023-04-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 17863521677.0,
      "total_employees": 117,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 18483169161.0,
      "total_employees": 120,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15283391233.0,
      "total_employees": 112,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 25 to 23.",
        "Regulatory assets under management went from $18,483,169,161 to $15,283,391,233 (-17%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$20,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account size to be accepted is generally USD 20 million, but this is negotiable."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 20000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum account size to be accepted is generally USD 20 million, but this is negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY",
      "name_as_filed": "BNY",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase Bank",
      "name_as_filed": "JPMORGAN CHASE BANK",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/c-worldwide-asset-management-fondsmaeglerselskab-a-s-copenhagen-173234.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 509589755.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 7906296053.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2843306970.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 1460440052.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1068157195.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 3,
      "fewer_than_5": true,
      "raum": 488956277.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 992886283.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 13758648.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173234",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}