{ "crd_number": 287869, "slug": "iwc-investment-partners-a-s-copenhagen-287869", "primary_business_name": "IWC INVESTMENT PARTNERS A/S", "legal_name": "IWC INVESTMENT PARTNERS A/S", "dbas": [], "city": "Copenhagen", "state": null, "country": "Denmark", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-06-19", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-03-26", "carried_forward": false, "raum_total": 2948321247.0, "raum_discretionary": 0.0, "raum_non_discretionary": 2948321247.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 30, "advisory_employees": 21, "client_count_bucket": null, "clients_by_type": { "state_municipal": { "raum": 2948321247.0, "count": 1 } }, "compensation_types": [ "fixed", "hourly" ], "advisory_activities": [ "pension_consulting", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [], "websites": [ "https://iwc.dk", "https://iwcip.dk", "https://linkedin.com/COMPANY/THE-INTERNATIONAL-WOODLAND-COMPANY" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287869", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" } ], "city_as_filed": "COPENHAGEN", "url": "https://advisorcensus.com/firm/iwc-investment-partners-a-s-copenhagen-287869", "display_name": "IWC Investment Partners A/S", "summary": "IWC Investment Partners A/S is an SEC-registered investment advisory firm in Copenhagen, Denmark, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.", "citation": "AdvisorCensus. IWC Investment Partners A/S (CRD 287869): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is IWC Investment Partners A/S compensated?", "a": "On its Form ADV (Item 5.E, October 2026), IWC Investment Partners A/S reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is IWC Investment Partners A/S located?", "a": "IWC Investment Partners A/S' principal office is in Copenhagen, Denmark, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is IWC Investment Partners A/S registered with the SEC or a state?", "a": "IWC Investment Partners A/S is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287869." }, { "q": "How much does IWC Investment Partners A/S manage?", "a": "IWC Investment Partners A/S reports $2,948,321,247 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary)." }, { "q": "How have IWC Investment Partners A/S' assets and staff changed since 2021?", "a": "In the Form ADV data for IWC Investment Partners A/S: Regulatory assets under management: $4,654,296,935 in the October 2021 data and $2,948,321,247 in the October 2026 data, down 37%. Total employees: 21 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does IWC Investment Partners A/S serve?", "a": "By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (1)." }, { "q": "Does IWC Investment Partners A/S report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287869" }, { "q": "What changed in IWC Investment Partners A/S' recent Form ADV filings?", "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4654296935.0, "total_employees": 21, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5239413415.0, "total_employees": 21, "filing_date": "2022-09-22" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5585042840.0, "total_employees": 21, "filing_date": "2023-09-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5622826398.0, "total_employees": 23, "filing_date": "2024-04-15" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2972997111.0, "total_employees": 30, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2948321247.0, "total_employees": 30, "filing_date": "2026-03-26" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.D(2))." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/iwc-investment-partners-a-s-copenhagen-287869.md", "clients": [ { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 1, "fewer_than_5": false, "raum": 2948321247.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "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/287869", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }