| As of Date | 08/13/2026 |
| Registration | SEC, Approved, 10/19/2011 |
| ADV Location | ZURICH, Switzerland |
| Contact Info | +41 xxxxxxx |
| Websites |
| AUM* | 212,348,742 13% |
| of that, discretionary | 140,275,338 20% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,189,162 18% |
| % High Net Worth | 91.75% 20% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds