|
⚲
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| Capitalia Suisse
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|
|---|---|
| CRD # | 164222 |
| SEC # | 801-76691 |
| CIK # | |
| AUM | $750.0 M (2026-02-20) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 41228102614 |
| Address | 61 Rue Du Rhone Geneva, Switzerland |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 300 | 750.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 750.0 |
| By Discretionary | ||
| Discretionary | 160 | 550.0 |
| Non-Discretionary | 140 | 200.0 |
| Total | 300 | 750.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 730.0 | |
| United States Persons | 20.0 | |
| Total | 300 | 750.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jeppson Wealth Management LLC
✚
|
CA | 0.8 |
|
SLWA LLC
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|
CA | 0.8 |
|
Invex Advisors LLC
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|
FL | 0.8 |
|
Moller Wealth Partners Inc
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|
IL | 0.8 |
|
Blue Fin Capital Inc
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|
RI | 0.8 |
|
Lighthouse Financial LLC
✚
|
FL | 0.8 |
|
Navpoint Financial Inc
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|
MN | 0.8 |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.8 |
|
Financial Directions LLC
✚
|
AZ | 0.7 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.7 |