ORASIS CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $87.0M |
| Discretionary | $87.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $87.0M |
| Employees | 5 |
| Peak AUM | $97.0MMar 2021 |
| AUM CAGR | +8.8% /yrover 11 yrs · 18 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $87M | +13.0% | 2.9% | 2.2% | |
| Discretionary AUM | $87M | ||||
Key Metrics
| Total AUM | $87.0M |
| Discretionary | $87.0M |
| Employees | 5 |
| Client Accounts | 1 |
Contact & Location
Address
PLACE DE SAINT GERVAIS 1
GENEVA 1211
Switzerland
Phone
0041229098900
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$87M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported