DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C• W•••••••• A•••• M••••••••• F••••••••• A••
Latest filing Mar 27, 2026
First filing on the tape Jun 17, 2016 · 24 filings
SEC status approved since Aug 24, 2016
RAUM
$15B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
112
23 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$15B as of Mar 27, 2026
Mar 16, 2017$13B then
HNW client RAUM$0 as of Mar 27, 2026
Mar 26, 2018$16.6M then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 16, 20170 then
Employees (5.A)112 as of Mar 27, 2026
Mar 16, 201789 then
Private funds: no history
RAUM -17% over the last fiscal year-8.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $306MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 45%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, commissionsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.9B52%
- Pension and profit-sharing plans$2.8B19%
- Charitable organizations$1.5B9.6%
- State and municipal entities$1.1B7.0%
- Sovereign wealth funds$993M6.5%
- Investment companies$510M3.3%
- Insurance companies$489M3.2%
- Corporations and businesses$13.8M0.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 8reported
- Charitable clients
- 4reported
- Accounts
- 50reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performance, commissionsreported
- Class basis
- private_client_share=0.0 fund_share=0.55 institutional_share=0.45 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A•••••••• L•••• N•• · Board Membercontrolsince 11/2011 · owns less than 5%
- J•••••••• S•••••• D•• · Chairman Of The Boardcontrolsince 03/2020 · owns less than 5%
- K••••••• B•• A•••• · Chief Executve Officercontrolsince 01/2012 · owns less than 5%
- H••••••• A•••••• N•• · Chief Compliance Officersince 06/2020 · owns less than 5%
- K••••••••• T••• N•• · Chief Operational Officersince 08/2018 · owns less than 5%
- R••••• T•••••• N•• · Head Of Legalsince 12/2019 · owns less than 5%
Entity owners
- C• W•••••••• H•••••• A•• · Shareholderdirect · owns 75% or more
- A•••• F••• I•• ••• 1• L•••••• P••••••••• · Shareholderindirect · owns 25% to 50% of A•••• Cam Holding L••••••
- A•••• F••• I•• ••• 1• L•••••• P••••••••• · Shareholderindirect · owns 25% to 50% of A•••• Cib Holding L••••••
- A•••• F••• I•• ••• 2• L•••••• P••••••••• · Shareholderindirect · owns 50% to 75% of A•••• Cam Holding L••••••
- A•••• F••• I•• ••• 2• L•••••• P••••••••• · Shareholderindirect · owns 50% to 75% of A•••• Cib Holding L••••••
- A•••• F••• I•• G• L•••••• · General Partner/Investment Managerindirect · owns F of A•••• F••• I•• ••• 1• L•••••• P•••••••••
- A•••• F••• I•• G• L•••••• · General Partner/Investment Managerindirect · owns F of A•••• F••• I•• ••• 2• L•••••• P•••••••••
- A•••• H••••••• L•••••• · Shareholderindirect · owns 75% or more of A•••• F••• I•• G• L••••••
- C• W•••••••• G•••• H•••••• A•• · Shareholderindirect · owns 75% or more of C• W•••••••• H•••••• A••
- C•• H•••••• 1• D• A•• · Shareholderindirect · owns 75% or more of C• W•••••••• G•••• H•••••• A••
- C••••• A• · Shareholderindirect · owns 75% or more of C•• H•••••• 1• D• A••
Related persons
Schedule D 7.A
- C• W•••••••• A•••• M••••••••• A•investment advisern
- C••••••• I••••••••• B••• A•broker-dealerinvestment advisern
Offices
Schedule D 1.F, the 25 largest
- Stockholm, Sweden5 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Mar 27, 2026RAUM per account of $305,667,825 against a peer median of $33,337,519 (65 comparable advisers, 100.0th percentile, 6.5 robust deviations)peers: other advisers, $5B to $20B (65) · 100% percentile
- business activity changedChange between filings · filing Mar 27, 2026advises private funds (Item 7.B): no on the filing of 2025-09-03, yes on the filing of 2026-03-27peers: other advisers, $5B to $20B (134)
What changed
consecutive filings, newest first
- Accounts · 53 to 50Sep 3, 2025 to Mar 27, 2026
- Advisory employees · 25 to 23Sep 3, 2025 to Mar 27, 2026
- Corporate clients · 3 to 1Sep 3, 2025 to Mar 27, 2026
- Pension plan clients · 13 to 8Sep 3, 2025 to Mar 27, 2026
- Pooled vehicle clients · 27 to 30Sep 3, 2025 to Mar 27, 2026
- Employees · 120 to 112Sep 3, 2025 to Mar 27, 2026
- Discretionary RAUM · $18B to $15BSep 3, 2025 to Mar 27, 2026
- Pension RAUM · $6.5B to $2.8BSep 3, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $8.3B to $7.9BSep 3, 2025 to Mar 27, 2026
- RAUM · $18B to $15BSep 3, 2025 to Mar 27, 2026
- Accounts · 55 to 53Sep 20, 2024 to Mar 27, 2025
- Corporate clients · 5 to 3Sep 20, 2024 to Mar 27, 2025
- Pension plan clients · 12 to 13Sep 20, 2024 to Mar 27, 2025
- Pooled vehicle clients · 26 to 27Sep 20, 2024 to Mar 27, 2025
- Employees · 117 to 120Sep 20, 2024 to Mar 27, 2025
- Financial planning clients · unset to Sep 20, 2024 to Mar 27, 2025
- HQ state · unset to Sep 20, 2024 to Mar 27, 2025
- Discretionary RAUM · $18B to $18BSep 20, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $78.8M to $0Sep 20, 2024 to Mar 27, 2025
- Pension RAUM · $6.7B to $6.5BSep 20, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $7.8B to $8.3BSep 20, 2024 to Mar 27, 2025
- RAUM · $18B to $18BSep 20, 2024 to Mar 27, 2025
- Related broker-dealer · true to falseSep 20, 2024 to Mar 27, 2025
- Accounts · 59 to 55Dec 21, 2023 to Mar 26, 2024
- Advisory employees · 22 to 25Dec 21, 2023 to Mar 26, 2024
- Charity clients · 3 to 4Dec 21, 2023 to Mar 26, 2024
- Corporate clients · 3 to 5Dec 21, 2023 to Mar 26, 2024
- Pension plan clients · 14 to 12Dec 21, 2023 to Mar 26, 2024
- Pooled vehicle clients · 27 to 26Dec 21, 2023 to Mar 26, 2024
- Employees · 110 to 117Dec 21, 2023 to Mar 26, 2024
- Discretionary RAUM · $20B to $18BDec 21, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $83.8M to $78.8MDec 21, 2023 to Mar 26, 2024
- Pension RAUM · $7.4B to $6.7BDec 21, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $8.0B to $7.8BDec 21, 2023 to Mar 26, 2024
- RAUM · $20B to $18BDec 21, 2023 to Mar 26, 2024
- Accounts · 52 to 59Mar 3, 2022 to Mar 27, 2023
- Advisory employees · 20 to 22Mar 3, 2022 to Mar 27, 2023
- Charity clients · 1 to 3Mar 3, 2022 to Mar 27, 2023
- Corporate clients · 1 to 3Mar 3, 2022 to Mar 27, 2023
- Pooled vehicle clients · 20 to 27Mar 3, 2022 to Mar 27, 2023
Signals
4 dated events
- C• W•••••••• A•••• M••••••••• F••••••••• A•• reported RAUM $24.7B, up 30% from $19.0B (2020-06-15 to 2021-03-22)Mar 22, 2021 · RAUM change · derived
- Nmn Hugo Andersen (Chairman Of The Board) no longer on Schedule A of C• W•••••••• A•••• M••••••••• F••••••••• A•• (listed 2019-12-09, absent 2020-03-26)Mar 26, 2020 · Control person left · inference
- Dan S••••• J••••••• (Chairman Of The Board) appeared on Schedule A of C• W•••••••• A•••• M••••••••• F••••••••• A••Mar 26, 2020 · Control person joined · fact
- C••••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Jun 17, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/C-W••••••••-ASSET-MANAGEMENreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/C-W••••••••-ASSET-MANAGEMENreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H••••://WWW.C•••••••••.DKreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +45 35 46 35 00reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026