Adviser Profile

As of Date 06/15/2026
Registration SEC, Approved, 10/11/2024
ADV Location MUNICH, Germany
Contact Info 862 xxxxxxx
Websites
AUM* 1,400,000 241%
of that, discretionary 1,400,000 241%
Number of Employees 5 25%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 233,333 14%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

1M 1M 1M 800K 600K 400K 200K
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees