| As of Date | 06/04/2026 |
| Registration | SEC, Approved, 01/26/2011 |
| ADV Location | GENEVA, Switzerland |
| Contact Info | +41 xxxxxxx |
| Websites |
| AUM* | 1,083,389,424 27% |
| of that, discretionary | 658,893,510 16% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,150,917 12% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds