EVT FINANCIAL ADVISORS
EVT FINANCIAL ADVISORS AG Legal Name
Adviser information for EVT FINANCIAL ADVISORS last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 104 | $315.8M |
| Non-Discretionary | 19 | $58.5M |
| Total | 123 | $374.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 51 | $24.6M |
| HNW Individuals | 72 | $349.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 39 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-71927 |
|---|---|
| SEC ERA File Number | 801-71927 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155268 |
| Legal Entity Identifier | None |
Principal Office
STOCKERSTRASSE 43ZURICH
Switzerland
Monday - Friday, 8:30-5:00
Tel: +41 44 204 20 50, Fax: +41 44 204 20 59
Websites
Chief Compliance Officer
DINO PRESTA
STOCKERSTRASSE 43
ZURICH
Switzerland
Tel:
+41442042056
Fax:
+41442042059
D**********@********M
(Full email address available in API data)
Regulatory Contact
FABIO TUMINO
STOCKERSTRASSE 43
ZURICH
Switzerland
Tel:
+41 44 204 20 52
Fax:
+41442042059
F***********@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUG, STEFAN | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2010 | 25-50% |
| MARTI, GEORG | Individual | – | CHIEF FINANCIAL OFFICER / MANAGING DIRECTOR | 09/2010 | 25-50% |
| PRESTA, DINO | Individual | – | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | 09/2010 | 25-50% |