Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 11/13/2013
ADV Location URDORF, Switzerland
Contact Info 41- xxxxxxx
Websites
AUM* 7,805,633 -3%
of that, discretionary 7,805,633 -3%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 520,376 -29%
% High Net Worth 6.67% -75%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Commissions

Reported AUM

12M 10M 8M 7M 5M 3M 2M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary