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| St Columbanus AG
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|
|---|---|
| CRD # | 169895 |
| SEC # | 801-78990 |
| CIK # | |
| AUM | $50.5 MM (2023-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 41712457678 |
| Address | Alte Haslenstrasse 5 Teufen, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 9.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 21.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 17.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 50.5 |
| By Discretionary | ||
| Discretionary | 5 | 39.3 |
| Non-Discretionary | 6 | 11.2 |
| Total | 11 | 50.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.5 | |
| Total | 11 | 50.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hegarty Advisors LLC
✚
|
NY | 0.1 |
|
Model Capital Management LLC
✚
|
MA | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Wolf Money Management Inc
✚
|
NY | 0.1 |
|
Adams Financial Concepts LLC
✚
|
WA | 0.1 |
|
Quartz Partners LLC
✚
|
NY | 0.1 |
|
Bowen Wealth LLC
✚
|
SC | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
|
NOHO Financial Inc
✚
|
NY | 0.1 |