|
⚲
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| H I A - Helvetia Investment Advisors Sa
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|
|
|---|---|
| CRD # | 171155 |
| SEC # | 801-79688 |
| CIK # | |
| AUM | $370.5 M (2025-04-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 41919100583 |
| Address | Via Della Posta 4 Lugano, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.3 |
| (b) Individuals (high net worth individuals) | 99 | 369.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 105 | 370.5 |
| By Discretionary | ||
| Discretionary | 89 | 315.9 |
| Non-Discretionary | 16 | 54.6 |
| Total | 105 | 370.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 116.6 | |
| United States Persons | 253.9 | |
| Total | 105 | 370.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AZ Apice Capital Management LLC
✚
|
FL | 0.4 |
|
Fifth Force Management LLC
✚
|
TX | 0.4 |
|
Portfolio LLC
✚
|
NM | 0.4 |
|
Hardin Capital Partners LLC
✚
|
SC | 0.4 |
|
Antman Lester Murray
✚
|
0.4 | |
|
Brian D Lowder Inc
✚
|
CA | 0.4 |
|
Hall Capital Management Company Inc
✚
|
RI | 0.4 |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 0.4 |
|
Taylor Financial Group Inc
✚
|
VA | 0.4 |
|
Wittenberg Investment Management Inc
✚
|
0.4 |