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C Worldwide Asset Management Fondsmaeglerselskab A/S

SEC-registered adviser since 2016Copenhagen, DenmarkCRD 173234

50
Clients
23
Advisory staff

From Form ADV filed 21 September 2026 · data retrieved 15 October 2026SEC record

C Worldwide Asset Management Fondsmaeglerselskab A/S is an investment adviser headquartered in Copenhagen, Denmark, and registered with the SEC since 2016. Its clients include pooled investment vehicles, pension and profit-sharing plans, and charitable organizations.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management, commissions and performance-based fees. C Worldwide Holding A/S owns 75% or more of C Worldwide Asset Management Fondsmaeglerselskab A/S.

Clients

C Worldwide Asset Management Fondsmaeglerselskab A/S serves 50 clients, 30 of them pooled investment vehicles. The average client has about $306 million with the firm.

Regulatory assets by client type
  • Investment companies2 clients3%
  • Pooled investment vehicles30 clients52%
  • Pension and profit-sharing plans8 clients19%
  • Charitable organizations4 clients10%
  • State or municipal government entities1 clients7%
  • OtherInsurance companies, Sovereign wealth funds and foreign official institutions, Corporations and other businesses10%
Show client breakdown
Investment companies
Clients
2
Regulatory AUM
$509,589,755
Share
3.3%
Avg. per client
$254.8M
Pooled investment vehicles
Clients
30
Regulatory AUM
$7,906,296,053
Share
51.7%
Avg. per client
$263.5M
Pension and profit-sharing plans
Clients
8
Regulatory AUM
$2,843,306,970
Share
18.6%
Avg. per client
$355.4M
Charitable organizations
Clients
4
Regulatory AUM
$1,460,440,052
Share
9.6%
Avg. per client
$365.1M
State or municipal government entities
Clients
1
Regulatory AUM
$1,068,157,195
Share
7.0%
Avg. per client
$1.07B
Insurance companies
Clients
3
Regulatory AUM
$488,956,277
Share
3.2%
Avg. per client
$163.0M
Sovereign wealth funds and foreign official institutions
Clients
1
Regulatory AUM
$992,886,283
Share
6.5%
Avg. per client
$992.9M
Corporations and other businesses
Clients
1
Regulatory AUM
$13,758,648
Share
0.1%
Avg. per client
$13.8M

Total

Clients
50
Regulatory AUM
$15,283,391,233
Share
100%
Avg. per client
$305.7M

What it does

C Worldwide Asset Management Fondsmaeglerselskab A/S provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, commissions and performance-based fees.

C Worldwide Asset Management Fondsmaeglerselskab A/S advises no private funds.

100.0% of assets ($15.28B across 50 accounts) are managed with discretion. 83% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks99%
  • Cash1%

Custodians

C Worldwide Asset Management Fondsmaeglerselskab A/S’s client accounts are held mainly at J.P. Morgan, with 22% of managed assets, and The Bank of New York Mellon S.A./N.V., with 10%. C Worldwide Asset Management Fondsmaeglerselskab A/S does not have custody of client assets.

Managed account assets by custodian
  • J.P. MorganJpmorgan Chase Bank, National Association · Columbus, OH · $3.43B22%
  • The Northern TrustThe Northern Trust Company · Chicago, IL · $1.25B8%
  • The Bank of New York Mellon S.A./N.V.The Bank of New York Mellon S.A./N.V. · Brussels · $1.57B10%
  • All other custodians$9.03B59%

Ownership and leadership

C Worldwide Holding A/S owns 75% or more of C Worldwide Asset Management Fondsmaeglerselskab A/S.

Who owns the firm
C Worldwide Asset Management Fondsmaeglerselskab A/S· the adviser
  • C Worldwide Holding A/S

    Control person · since June 1996

    Owns 75% or more of C Worldwide Asset Management Fondsmaeglerselskab A/S

Leadership

  • Rolf Dolang
    Chief Financial Officer
  • Anette Herbing
    Chief Compliance Officer
  • Lars Andersen
    Board Member
  • Anne J?ger
    Board Member
  • Soeren Johansen
    Chairman of the Board
  • Bo Knudsen
    Chief Executve Officer
  • Tim Kristiansen
    Chief Operational Officer
  • Thomas Riise
    Head of Legal

Staff

  • 112 employees
  • 23 in advisory functions
  • 3 soliciting firms

Fees

C Worldwide Asset Management Fondsmaeglerselskab A/S is paid through a percentage of assets under management, commissions and performance-based fees.

C Worldwide Asset Management Fondsmaeglerselskab A/S’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, C Worldwide Asset Management Fondsmaeglerselskab A/S has 1 office, with 1 listed address with no US state reported.

Registration details

Legal name
C Worldwide Asset Management Fondsmaeglerselskab A/S
Headquarters
Dampfaergevej 26, Copenhagen, Denmark DK-2100
SEC file
801-108016
Structure
corporation organized in Denmark
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does C Worldwide Asset Management Fondsmaeglerselskab A/S have?

C Worldwide Asset Management Fondsmaeglerselskab A/S has 50 clients and manages $15.3 billion for them, as of September 2026. They include 30 pooled investment vehicles, 8 pension and profit-sharing plans and 4 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026

What services does C Worldwide Asset Management Fondsmaeglerselskab A/S offer?

C Worldwide Asset Management Fondsmaeglerselskab A/S provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does C Worldwide Asset Management Fondsmaeglerselskab A/S use?

C Worldwide Asset Management Fondsmaeglerselskab A/S’s separately managed account assets are held at Jpmorgan Chase Bank, National Association (Columbus, OH), with $3,426,060,201, The Bank of New York Mellon S.A./N.V. (Brussels), with $1,570,131,238 and The Northern Trust Company (Chicago, IL), with $1,253,296,206. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026

How many financial advisors does C Worldwide Asset Management Fondsmaeglerselskab A/S have?

C Worldwide Asset Management Fondsmaeglerselskab A/S has 0 investment adviser representatives registered with state securities authorities, out of 112 employees, and 23 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does C Worldwide Asset Management Fondsmaeglerselskab A/S invest in?

At the end of its last fiscal year, C Worldwide Asset Management Fondsmaeglerselskab A/S’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns C Worldwide Asset Management Fondsmaeglerselskab A/S?

C Worldwide Asset Management Fondsmaeglerselskab A/S is owned through a chain of holding companies by Altor Cib Holding Limited, Altor Fund III (no. 2) Limited Partnership and Altor Holdings Limited. Its direct owner is C Worldwide Holding A/S (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026

How does C Worldwide Asset Management Fondsmaeglerselskab A/S get paid?

C Worldwide Asset Management Fondsmaeglerselskab A/S is paid through a percentage of assets under management, commissions and performance-based fees.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 21 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 173234.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with C Worldwide Asset Management Fondsmaeglerselskab A/S and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.