STRATEGIC SWISS ADVISORS SARL
Adviser information for STRATEGIC SWISS ADVISORS SARL last updated from Form ADV on March 5th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $1.5M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $1.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $1.5M |
| HNW Individuals | 0 | $0 |
| 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 | 25 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-78725 |
|---|---|
| SEC ERA File Number | 801-78725 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169335 |
| Legal Entity Identifier | None |
Principal Office
BLVD GEORGES-FAVON 19GENEVA
Switzerland
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: +41 22 737 1990, Fax: None
Chief Compliance Officer
CRISTINA MARIN FORRER
DIRECTOR
BLVD GEORGES-FAVON 19
GENEVA
Switzerland
Tel:
+41 22 737 1990
C*@***************************M
(Full email address available in API data)
Industry Affiliates
| AQUILA FINVISION AG | Other investment adviser, including financial planners |
| STRATEGIC ASSET MANAGEMENT SA | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAKSYMEC, ALLAN | Individual | – | DIRECTOR | 02/2024 | 10-25% |
| ANGST, MARKUS, RICHARD | Individual | – | DIRECTOR | 02/2024 | < 5% |
| MARIN FORRER, CRISTINA | Individual | – | DIRECTOR, CCO | 02/2024 | > 75% |