| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/14/2014 |
| ADV Location | ZUG, Switzerland |
| Contact Info | +41 xxxxxxx |
| Websites |
| AUM* | 6,614,000,000 11% |
| of that, discretionary | 4,239,000,000 2% |
| Number of Employees | 10 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 734,888,889 -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds