|
⚲
|
| Ventira Private Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 164792 |
| SEC # | 801-76928 |
| CIK # | |
| AUM | $437.3 MM (2023-03-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 0041417482290 |
| Address | Genferstrasse 23 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 15.8 |
| (b) Individuals (high net worth individuals) | 47 | 420.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 93 | 437.3 |
| By Discretionary | ||
| Discretionary | 87 | 408.9 |
| Non-Discretionary | 6 | 28.4 |
| Total | 93 | 437.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 179.3 | |
| United States Persons | 258.0 | |
| Total | 93 | 437.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Neumann Capital Management LLC
✚
|
CA | 0.4 |
|
Bonnie WUSZ & Associates Inc
✚
|
CA | 0.4 |
|
Brennan John David
✚
|
CA | 0.4 |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.4 |
|
Mountain Capital Investment Advisors Inc
✚
|
CO | 0.4 |
|
West Advisors Incorporated
✚
|
IN | 0.4 |
|
West Branch Capital LLC
✚
|
MA | 0.4 |
|
Financial Plans & Strategies Inc
✚
|
IN | 0.4 |
|
Hemsley Advisors Ltd
✚
|
IL | 0.4 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.4 |