|
⚲
|
| Keyboard |
| Hyposwiss Advisors Sa
✚
|
|
|---|---|
| CRD # | 157400 |
| SEC # | 801-72529 |
| CIK # | 0002111640 |
| AUM | 678.3 M (2026-03-30) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 41223107640 |
| Address | Bd Du Theatre 10 Geneva, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 1.6 | ||
| iShares Silver Trust | 1.5 | ||
| Apple Inc | 1.3 | ||
| ETFS Platinum Trust | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 16.9 |
| (b) Individuals (high net worth individuals) | 118 | 625.7 |
| (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 | 22 | 32.8 |
| (n) Other | 0 | 2.9 |
| Total | 179 | 678.3 |
| By Discretionary | ||
| Discretionary | 100 | 438.8 |
| Non-Discretionary | 79 | 239.5 |
| Total | 179 | 678.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 423.1 | |
| United States Persons | 255.1 | |
| Total | 179 | 678.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111640] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 5067004KXW9TO5WD1475 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 679.7 M |
|
Saxon Interests Inc
✚
|
TX | 679.1 M |
|
Signal Securities Inc
✚
|
TX | 679.1 M |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 678.9 M |
|
Thor Investment Management Inc
✚
|
OH | 678.7 M |
|
Hudson Value Partners LLC
✚
|
FL | 678.3 M |
|
MTM Investment Management LLC
✚
|
SC | 678.1 M |
|
Carderock Capital Management Inc
✚
|
MD | 677.0 M |
|
Leverty Financial Group LLC
✚
|
WI | 676.8 M |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 676.4 M |