Gcw Partners Llp
- Regulatory AUM
- $1.7B
- Discretionary
- $1.5B
- Clients
- 11
- Avg AUM / client
- $156M
- Accounts
- 15
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 3 | $195M | 11.4% |
| Pooled investment vehicles (non-investment companies) | 3 | $1.3B | 75.8% |
| Insurance companies | 1 | $16.1M | 0.94% |
| Other | 4 | $204M | 11.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $37.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gcw Investments Lp | Other Private Fund | Delaware | $37.2M | 11 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bizer, David, Scott | Managing Member And Chief Compliance Officer | Apr 2018 (8y) | ≈ 25% – 56.25% via Gcw Professionals Llp | |
| Thorkelsson, Sigurbjorn | Managing Member | Apr 2018 (8y) | ≈ 7.5% – 25% via Klettar Investments Ehf |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gcw Professionals Llp | Managing Member | Apr 2018 | A | 50% – 75% |
| Gcw Group Partners Llp | Non Voting Member | Apr 2018 | A | 10% – 25% |
| Klettar Investments Ehf | Member | Apr 2018 | A | 10% – 25% |
| Storford Two Ltd | Member | Jan 2022 | A | Less than 5% |
| Gcw Professionals Llp | Managing Member | Apr 2018 | B | GP / trustee / elected manager of Gcw Group Partners Llp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bizer, David, Scott: 50% – 75% of Gcw Professionals Llp × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Thorkelsson, Sigurbjorn: 75% – 100% of Klettar Investments Ehf × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $37.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gcw Investments Lp | Other Private Fund | $37.2M | $5.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • UPFRONT STRUCTURING FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $143M (23% of AUM) Jun 2023
- Interactive Brokers $113M (7% of AUM) Jun 2026
- Skandinaviska Enskilda Banken Ab (Publ), Luxembourg Branch $85.6M (14% of AUM) Jun 2023
- Merrill Lynch $70.8M (12% of AUM) Jun 2023
- Citigroup Global Markets Inc. $47.7M (14% of AUM) Jun 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗