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Adviser Profile

As of Date 05/20/2024
Adviser Type - Outside the United States
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 9/29/2014
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 1
Contact Info 44 xxxxxxx
Websites

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$

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Brochure Summary

Overview

Premier Gold Global Wealth LLC (“PGGW” or the “Investment Adviser”) is an alternative asset manager headquartered in London, United Kingdom. Founded in 2014, PGGW was established with a vision to pursue investment opportunities globally. PGGW forges financial acumen, independent analysis with hands-on operational expertise to deliver investment returns. PGGW prides itself by taking an active approach to investing. PGGW’s investment strategies include a broad range of various types of investments in global markets. Premier Gold Holdings LP (the “Partnership”) The Partnership was formed to pool investment funds of its investors to hold, own, invest in and trade equity or debt securities, interests, participations and instruments of all kinds, or convertible securities, notes, interest-bearing or interest rate sensitive marketable securities (including those issued or guaranteed by the United States government or agencies or instrumentalities thereof), currency, dollars, American Depository Receipts, exchange traded funds, publicly traded securities related to real estate, foreign debt, equity and governmental instruments and obligations, indirect securities positions and rights of beneficial interest or ownership of all kinds, whether or not divisible, options, futures, participation agreements, swaps and other derivative agreements and forward contracts regarding any of the foregoing or otherwise, or any securities, agreements, rights, obligations or instruments that are assignable or are traded in channels of commerce (all of the foregoing sometimes referred to herein as “Securities”); to sell Securities, as principal or agent, maintain custody of Securities for itself or others, and to vote such Securities, solicit the voting of such Securities and to otherwise engage in transactions in connection with mergers, consolidations, acquisitions, transfers of assets, tender offers, exchange offers, recapitalizations, real estate investments, liquidations or other similar transactions; and to engage in any and all types of investment and business activity as the Investment Adviser shall determine from time to time to be in the best interests of the Partnership. Managed Account Services PGGW offers portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each Client. PGGW requires discretionary authority from Clients in order to select securities and execute transactions without permission from the Client prior to each transaction. PGGW seeks to provide that investment decisions are made in accordance with its fiduciary obligations owed to its Clients and without consideration of PGGW’s economic, investment or other financial interests. To meet its fiduciary obligations, PGGW attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage any Client portfolios. It is PGGW’s policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent among all of its Clients on a fair and equitable basis over time. Each Client is required to enter into an Investment PGGW Contract (“IAC”) with PGGW that defines the terms, conditions, authority and responsibilities of PGGW and the Client. Client authorizes PGGW to respond to inquiries from, communicate and share information with Client’s accountants, attorneys, advisors and other consultants or professionals as deemed necessary by PGGW to provide its services to Client and/or as requested by Client. No services other than those discussed in the IAC, such as financial planning, are implied or guaranteed, except as individually
negotiated and confirmed in writing. PGGW is responsible only for the assets over which Client 5 Premier Gold Global Wealth LLC – Part 2A of Form ADV has provided PGGW discretionary authority and not for the diversification or prudent investment of any other assets of Client. PGGW acts as a fiduciary regarding its investment advisory services for each Client and must put the Client’s interests above its own in managing a Client’s account. PGGW agrees to provide these services to a Client in a manner consistent with its fiduciary duty to Clients and the provisions of all applicable laws, including the Investment Advisers Act of 1940. Before signing the IAC and periodically during the parties’ advisory relationship, PGGW will provide Client written disclosures of any conflicts of interest that might reasonably compromise PGGW’s impartiality or independence. PGGW represents and warrants that PGGW does not receive compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. PGGW does not receive a fee or other compensation from another party based on the referral of a client or client’s business. PGGW may refrain from rendering any advice or services concerning securities of companies in which PGGW may have substantial economic interest or other conflict, unless PGGW discloses such conflict to Client before providing such advice or services with respect to Client’s account. These services include the following:
• Establishing an Investment Policy Statement – PGGW, in connection with the Client, will develop a statement that summarizes the Client’s investment goals and objectives along with the strategy[ies] to be employed to meet the objectives. PGGW then creates an Investment Policy Statement (“IPS”) for each Client. PGGW may invest Client’s account in securities of any kind, including but not limited to, common or preferred stock, warrants, rights, corporate, municipal or U.S. Treasury bonds or notes, and mortgage-backed securities, so long as such investments are consistent with the investment objectives set forth in the incorporated Statement of Investment Policy. PGGW may hold all or a portion of Client’s account in cash.
• Risk tolerance levels are documented in the IPS, which is given to each Client. An IPS generally includes specific information on the Client’s stated goals, time horizon for achieving the goals, investment strategies, Client risk tolerance and any restrictions imposed by the Client.
• Asset Allocation – PGGW will develop a strategic asset allocation that is targeted to meet the Client’s investment objectives, time horizon, financial situation and risk tolerance.
• Portfolio Construction – PGGW will construct a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – PGGW will provide investment management and ongoing oversight of the Client’s investment portfolio. PGGW will monitor Client’s account on an ongoing basis and conduct periodic portfolio reviews with Client. PGGW will generally be available to discuss Client’s account during normal business hours and will contact Client periodically. PGGW will attempt to meet with Client at least annually to discuss Client’s investment needs, goals and objectives. PGGW will also review Client’s account performance and the continued suitability of investments recommended by PGGW for Client at least quarterly. 6 Premier Gold Global Wealth LLC – Part 2A of Form ADV Clients may terminate the IAC at any time and immediately upon written notice to PGGW.