| Total AUM | $40.4M |
| Discretionary | $40.4M100% of AUM |
| Client Accounts | 23 |
| Avg Account Size | $1.8M |
| Employees | 2 |
| Peak AUM | $52.8MMar 2024 |
Total AUM
$40M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $40M | 8.0% | +24.7% | +10.1% | |
| Discretionary AUM | |||||
| Total AUM | $40.4M |
| Discretionary | $40.4M |
| Employees | 2 |
| Client Accounts | 23 |
Address
BAARERSTRASSE 8
ZUG 6300
Switzerland
Phone
+41-41-511-39-05
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$40M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $40M |
| 8.0% |
| +24.7% |
| +10.1% |
| Total Accounts | 23 | 37.8% | 11.0% | +3.8% |
| Avg Account Size | $2M | +48.0% | +40.2% | +6.1% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $20M | 8.0% | +24.7% | +10.1% |
Client AUM Segments | |||||
| Wealth AUM | $40M | 8.0% | +24.7% | +10.1% | |
Client Count Segments | |||||
| Individuals | 23 | 11.5% | +3.0% | +3.8% | |