Capitalia Suisse

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Capitalia Suisse
CRD #164222
SEC #801-76691
CIK #
AUM $500.0 MM (2024-02-14)
Employees 6 (17% Investors, 0% Brokers)
Phone41228102614
Address61 Rue Du Rhone
Geneva, Switzerland
Source [IAPD]
Total AUM ($MM)
80064048032016002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 300 500.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 300 500.0
By Discretionary
Discretionary 160 300.0
Non-Discretionary 140 200.0
Total 300 500.0
By Non-United States Persons
Non-United States Persons 490.0
United States Persons 10.0
Total 300 500.0
Comparable Firms State AUM ($BB)
ACT Two Investors LLC
CA 0.5
Dash Acquisitions Inc
CA 0.5
West Advisors Incorporated
IN 0.5
VSM Wealth Advisory LLC
MD 0.5
John A Wolfe & Associates Inc
MI 0.5
HZ Investments Inc
MD 0.5
Oak Family Advisors LLC
IL 0.5
Brennan John David
CA 0.5
Covenant Asset Management LLC
NJ 0.5
M Kraus & Company
VT 0.5
Terms | Privacy | Guide
tony@aum13f.com