Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 06/20/2025
ADV Location ZURICH, Switzerland
Contact Info +41 xxxxxxx
AUM* 34,659,905
of that, discretionary 33,223,819 100%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 6,931,981
% High Net Worth 80.00%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

33M 28M 24M 19M 14M 9M 5M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees