{"url":"https://nivawealth.com/firms/c-worldwide-asset-management-fondsmaeglerselskab-a-s-173234","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173234","regulatoryAum":15283391233,"crd":"173234","secFileNumber":"801-108016","legalName":"C Worldwide Asset Management Fondsmaeglerselskab A/S","displayName":"C Worldwide Asset Management Fondsmaeglerselskab A/S","website":"https://www.cworldwide.com/us/","founded":null,"organization":"corporation organized in Denmark","fiscalYearEnd":"December","headquarters":{"street":"Dampfaergevej 26","city":"Copenhagen","state":"","stateName":"","country":"Denmark","postalCode":"DK-2100"},"tradeNames":[],"registration":{"secApproved":"24 August 2016","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":112,"advisory":23,"brokerDealerReps":0,"insuranceAgents":0,"promoters":3},"aum":{"discretionary":15283391233,"discretionaryAccounts":50,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":83,"nonAumClients":1},"clientTypes":[{"label":"Investment companies","clients":2,"regulatoryAum":509589755},{"label":"Pooled investment vehicles","clients":30,"regulatoryAum":7906296053},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":2843306970},{"label":"Charitable organizations","clients":4,"regulatoryAum":1460440052},{"label":"State or municipal government entities","clients":1,"regulatoryAum":1068157195},{"label":"Insurance companies","clients":3,"regulatoryAum":488956277},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":992886283},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":13758648}],"fees":[],"feeNotes":[],"custodians":[{"name":"Jpmorgan Chase Bank, National Association","shortName":"J.P. Morgan","location":"Columbus, OH","smaAssets":3426060201},{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"Chicago, IL","smaAssets":1253296206},{"name":"The Bank of New York Mellon S.A./N.V.","shortName":"The Bank of New York Mellon S.A./N.V.","location":"Brussels","smaAssets":1570131238}],"custodyNote":"C Worldwide Asset Management Fondsmaeglerselskab A/S does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Rolf Dolang","title":"Chief Financial Officer","crd":"6652224"},{"name":"Anette Herbing","title":"Chief Compliance Officer","crd":"7266131"},{"name":"Lars Andersen","title":"Board Member","crd":"6652221"},{"name":"Anne J?ger","title":"Board Member","crd":"7050793"},{"name":"Soeren Johansen","title":"Chairman of the Board","crd":"7242969"},{"name":"Bo Knudsen","title":"Chief Executve Officer","crd":"6652223"},{"name":"Tim Kristiansen","title":"Chief Operational Officer","crd":"6981851"},{"name":"Thomas Riise","title":"Head of Legal","crd":"7207929"}],"ownership":[{"label":"C Worldwide Holding A/S","detail":"Shareholder in the 75% or more ownership band and a control person, since June 1996."},{"label":"C Worldwide Group Holding A/S","detail":"Indirect owner: a shareholder of C Worldwide Holding A/S in the 75% or more band and a control person, since December 2009.","parent":"C Worldwide Holding A/S"},{"label":"Cam Holding 1 DK Aps","detail":"Indirect owner: a shareholder of C Worldwide Group Holding A/S in the 75% or more band and a control person, since May 2013.","parent":"C Worldwide Group Holding A/S"},{"label":"Carneo Ab","detail":"Indirect owner: a shareholder of Cam Holding 1 DK Aps in the 75% or more band and a control person, since April 2016.","parent":"Cam Holding 1 DK Aps"},{"label":"Altor Am Group Holding I S.A.R.L.","detail":"Indirect owner: a shareholder of Carneo Ab in the 50% to 75% band and a control person, since April 2016.","parent":"Carneo Ab"},{"label":"Altor Cib Holding S.a R.L. En Liquidation","detail":"Indirect owner: a shareholder of Carneo Ab in the 25% to 50% band and a control person, since April 2016.","parent":"Carneo Ab"},{"label":"Altor Cam Holding Limited","detail":"Indirect owner: a shareholder of Altor Am Group Holding I S.A.R.L. in the 75% or more band and a control person, since May 2009.","parent":"Altor Am Group Holding I S.A.R.L."},{"label":"Altor Cib Holding Limited","detail":"Indirect owner: a shareholder of Altor Cib Holding S.a R.L. En Liquidation in the 75% or more band and a control person, since May 2009.","parent":"Altor Cib Holding S.a R.L. En Liquidation"},{"label":"Altor Fund III (no. 1) Limited Partnership","detail":"Indirect owner: a shareholder of Altor Cam Holding Limited in the 25% to 50% band and a control person, since May 2009. Also a shareholder of Altor Cib Holding Limited in the 25% to 50% band and a control person, since May 2009.","parent":"Altor Cam Holding Limited"},{"label":"Altor Fund III (no. 2) Limited Partnership","detail":"Indirect owner: a shareholder of Altor Cam Holding Limited in the 50% to 75% band and a control person, since May 2009. Also a shareholder of Altor Cib Holding Limited in the 50% to 75% band and a control person, since May 2009.","parent":"Altor Cam Holding Limited"},{"label":"Altor Fund III GP Limited","detail":"Indirect owner: general partner/investment manager of Altor Fund III (no. 1) Limited Partnership and a control person, since May 2009. Also general partner/investment manager of Altor Fund III (no. 2) Limited Partnership and a control person, since May 2009.","parent":"Altor Fund III (no. 1) Limited Partnership"},{"label":"Altor Holdings Limited","detail":"Indirect owner: a shareholder of Altor Fund III GP Limited in the 75% or more band and a control person, since December 2009.","parent":"Altor Fund III GP Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"453-546-3500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Commissions","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173234/PDF/173234.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does C Worldwide Asset Management Fondsmaeglerselskab A/S have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does C Worldwide Asset Management Fondsmaeglerselskab A/S offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does C Worldwide Asset Management Fondsmaeglerselskab A/S use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does C Worldwide Asset Management Fondsmaeglerselskab A/S have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does C Worldwide Asset Management Fondsmaeglerselskab A/S invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns C Worldwide Asset Management Fondsmaeglerselskab A/S?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does C Worldwide Asset Management Fondsmaeglerselskab A/S get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}