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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Swiss Finance Management International Sa
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| CRD # | 284408 |
| SEC # | 801-108532 |
| CIK # | |
| AUM | $56.2 M (2025-02-28) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 41797837160 |
| Address | Rue Maurice Geneva, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | LCJ FX Fund | 2016-10-10 | 60.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 32 | 55.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 56.2 |
| By Discretionary | ||
| Discretionary | 26 | 23.3 |
| Non-Discretionary | 15 | 32.9 |
| Total | 41 | 56.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 55.0 | |
| United States Persons | 1.2 | |
| Total | 41 | 56.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alluvial Capital Management LLC
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|
0.1 | |
|
Horse Cove Partners LLC
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|
GA | 0.1 |
|
Snow Financial Management LLC
✚
|
0.1 | |
|
Meadowbrook Wealth Management LLC
✚
|
NY | 0.1 |
|
Oppenheimer Close LLC
✚
|
NY | 0.1 |
|
Dorchester Advisors LLC
✚
|
0.0 | |
|
Elmrox Investment Group IM LP
✚
|
NY | 0.0 |
|
TBIG Financial Services Inc
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|
NV | 0.0 |
|
Summit Global Management Inc
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|
CA | 0.0 |
|
Valentine Ventures LLC
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|
OR | 0.0 |