CRYSTAL ASSET MANAGEMENT AG
Adviser information for CRYSTAL ASSET MANAGEMENT AG last updated from Form ADV on March 29th, 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 | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 31 | $299.2M |
| Non-Discretionary | 0 | $0 |
| Total | 31 | $299.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 20 | $146.2M |
| 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 | <5 | $49.3M |
| 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 | <5 | $103.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-77941 |
|---|---|
| SEC ERA File Number | 801-77941 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166429 |
| Legal Entity Identifier | 529900DXXFNZVKPGVT35 |
Principal Office
BAHNHOFSTRASSE 1PFAEFFIKON
Switzerland
Monday - Friday, 08.00 AM TO 6.00 PM
Tel: +41 44 389 11 22, Fax: None
Websites
Chief Compliance Officer
JILLIAN MACNAB
BAHNHOFSTRASSE 1
PFAEFFIKON
Switzerland
Tel:
+41 (44) 389 11 24
J*@*******H
(Full email address available in API data)
Regulatory Contact
NOEMI KATZENSTEIN
CHIEF OPERATING OFFICER
BAHNHOFSTRASSE 1
PFAEFFIKON
Switzerland
Tel:
+41 (44)389 11 22
N*@*******H
(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 |
|---|---|---|---|---|---|
| DOMENIG, GAUDENZ, FLORIAN | Individual | – | CHAIRMAN | 05/2011 | < 5% |
| TETA, BRUNO, LUIGI | Individual | – | DEPUTY CEO | 01/2014 | < 5% |
| WAGNER, ACHIM | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 04/2013 | < 5% |
| MACNAB, JILLIAN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2013 | < 5% |
| CRYSTAL HOLDING AG | Foreign Entity | – | SHAREHOLDER | 08/2014 | > 75% |
| BANK BAUMANN & CIE | Foreign Entity | CRYSTAL HOLDING AG | SHAREHOLDER | 03/2018 | 50-75% |
| RUEDI, DANIEL, OLIVER ADRIAN | Individual | – | NON-EXECUTIVE DIRECTOR | 03/2018 | < 5% |
| ILL, ADRIAN | Individual | – | NON-EXECUTIVE DIRECTOR | 01/2021 | < 5% |
| RUEDI, DANIEL, OLIVER ADRIAN | Individual | BANK BAUMANN & CIE | PARTNER | 03/2018 | 25-50% |