| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 06/27/2012 |
| ADV Location | GENEVA, Switzerland |
| Contact Info | +41 xxxxxxx |
| AUM* | 750,000,000 50% |
| of that, discretionary | 550,000,000 83% |
| Number of Employees | 6 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,500,000 50% |
| % 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
- Commissions
- Performance-based fees
No private funds