E. AGUSTONI, GOLDEN EAGLE SERVICES
AGUSTONI, EMANUELE GUISEPPE Legal Name
Adviser information for E. AGUSTONI, GOLDEN EAGLE SERVICES last updated from Form ADV on February 20th, 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 | Sole Proprietorship |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 11 | $8.1M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $8.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 11 | $5.4M |
| HNW Individuals | <5 | $2.7M |
| 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 | 10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMCommissions |
Identifiers
| SEC RIA File Number | 801-78718 |
|---|---|
| SEC ERA File Number | 801-78718 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169306 |
| Legal Entity Identifier | None |
Principal Office
FELDSTRASSE 5URDORF
Switzerland
Monday - Friday, 8.30 AM - 6.00 PM
Tel: 41-43-322-98-70, Fax: 41-43-322-98-71
Websites
Chief Compliance Officer
EMANUELE GUISEPPE AGUSTONI
SOLE PROPRIETOR AND INDEPENDENT ASSET MANAGER
FELDSTRASSE 5
P.O.BOX 175
URDORF
Switzerland
Tel:
+41 43 322 98 70
Fax:
+41 43 322 98 71
G*****@***************H
(Full email address available in API data)
Regulatory Contact
EMANUELE GUISEPPE AGUSTONI
SOLE PROPRIETOR AND INDEPENDENT ASSET MANAGER
FELDSTRASSE 5
P.O.BOX 175
URDORF
Switzerland
Tel:
+41 43 322 98 70
Fax:
+41 43 322 98 71
G*****@***************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 |
|---|---|---|---|---|---|
| AGUSTONI, EMANUELE, GUISEPPE | Individual | – | SOLE PROPRIETOR AND CCO | 07/2009 | > 75% |