| Total AUM | $104.5M |
| Discretionary | $104.5M100% of AUM |
| Client Accounts | 37 |
| Avg Account Size | $2.8M |
| Employees | 2 |
| Peak AUM | $104.5MMar 2026 |
| AUM CAGR | +14.4% /yrover 12 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $105M | +20.0% | +17.9% | +6.5% | |
| Discretionary AUM | |||||
| Total AUM | $104.5M |
| Discretionary | $104.5M |
| Employees | 2 |
| Client Accounts | 37 |
| Client Range | 1-10 |
Address
RUE DU GRAND-CHENE 8
1003 LAUSANNE CH 1003
Switzerland
Phone
41 22 548 1431
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$105M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$105M
| $105M |
| +20.0% |
| +17.9% |
| +8.3% |
| Total Accounts | 37 | +5.7% | 0.0% | 1.5% |
| Avg Account Size | $3M | +13.5% | +17.9% | +8.1% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $52M | +20.0% | +17.9% | +6.5% |
Client AUM Segments | |||||
| Wealth AUM | $105M | +21.5% | +18.4% | +6.7% | |
| Institutional AUM | $20,000 | 98.2% | 68.9% | 52.2% | |
Client Count Segments | |||||
| HNW Clients | 10 | 23.1% | 15.4% | 8.7% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 26 | +23.8% | +10.4% | +3.3% | |