Adviser Profile

As of Date 02/02/2026
Registration SEC, Approved, 11/24/2025
ADV Location CHIASSO, TICINO, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 44,665,927
of that, discretionary 44,665,927
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 2,481,440
% High Net Worth 22.22%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

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

45M 38M 32M 26M 19M 13M 6M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees