HYPOSWISS ADVISORS SA
Adviser information for HYPOSWISS ADVISORS SA last updated from Form ADV on March 26th, 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 | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 8 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 94 | $300.2M |
| Non-Discretionary | 77 | $169.1M |
| Total | 171 | $469.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 33 | $17.3M |
| HNW Individuals | 75 | $397.3M |
| 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 | 19 | $53.5M |
| Other | <5 | $1.3M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 57 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based feesADMINISTRATIVE WORK CHARGED SEPARATELY UPON AGREEMENT W/ CLIENT |
Identifiers
| SEC RIA File Number | 801-72529 |
|---|---|
| SEC ERA File Number | 801-72529 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157400 |
| Legal Entity Identifier | 5067004KXW9TO5WD1475 |
Principal Office
BD DU THEATRE 10GENEVA
Switzerland
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: +41 22 310 7640, Fax: +41 22 310 7639
Chief Compliance Officer
SENEM ERSEVEN
BD DU THEATRE 10
GENEVA
Switzerland
Tel:
+41 22 310 7640
Fax:
+41 22 310 7639
C*********@********************H
(Full email address available in API data)
Regulatory Contact
ALEXANDRE BERENGUIER
MEMBER OF MANAGEMENT
BD DU THEATRE 10
GENEVA
Switzerland
Tel:
+41 22 310 7640
Fax:
+41 22 310 7639
A*******************@********************H
(Full email address available in API data)
Industry Affiliates
| HYPOSWISS PRIVATE BANK GEN�VE SA | Banking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SFM HOLDING SA | Foreign Entity | MIRELIS HOLDING SA | SHAREHOLDER | 01/1997 | 25-50% |
| MOOALLEM, JACK, N.M.N. | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 03/2011 | < 5% |
| LEVY, ALAIN, BRUNO | Individual | – | CHAIRMAN OF THE BOARD OF DIRECTORS | 03/2011 | < 5% |
| BROCH, MICHEL, STANISLAS | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 03/2011 | < 5% |
| HYPOSWISS PRIVATE BANK GENEVA LTD | Foreign Entity | – | OWNER | 05/2014 | > 75% |
| ERSEVEN, SENEM | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |
| MIRELIS HOLDING SA | Foreign Entity | HYPOSWISS PRIVATE BANK GENEVA LTD | SOLE SHAREHOLDER | 05/2014 | > 75% |
| BERENGUIER, ALEXANDRE, DANILA | Individual | – | MEMBER OF MANAGEMENT | 04/2024 | < 5% |