other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Registration Changed to SWISS SELECT ADVISORS, LLC
As of Date 06/24/2022
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
AUM* 179,490,336 -10.77%
of that, discretionary 179,490,336 -10.77%
Private Fund GAV* 0
Avg Account Size 25,641,477 -10.77%
% High Net Worth 71.43%
SMA’s Yes
Private Funds 0 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
201M 172M 144M 115M 86M 57M 29M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees