Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 05/07/2018
ADV Location VADUZ, VADUZ, Liechtenstein
Contact Info +42 xxxxxxx
Websites
AUM* 146,211,152 417%
of that, discretionary 146,211,152 417%
Number of Employees 8 60%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 7,310,558 55%
% High Net Worth 6.25% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

146M 125M 104M 84M 63M 42M 21M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees