CAPITALIA (SUISSE)
  • CAPITALIA (SUISSE)
  • CAPITALIA SA

Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 06/27/2012
ADV Location GENEVA, Switzerland
Contact Info +41 xxxxxxx
AUM* 750,000,000 50%
of that, discretionary 550,000,000 83%
Number of Employees 6
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,500,000 50%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Commissions
- Performance-based fees

Reported AUM

550M 471M 393M 314M 236M 157M 79M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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