ALPHAMUNDI GROUP AG
Adviser information for ALPHAMUNDI GROUP AG last updated from Form ADV on September 27th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | JUNE |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-108770 |
|---|---|
| SEC ERA File Number | 802-108770 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284121 |
| Legal Entity Identifier | None |
Principal Office
18 AVENUE LOUIS-CASAIGENEVA
Switzerland
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: +41 44 212 22 61, Fax: None
Websites
Chief Compliance Officer
REZA-TEYMOUR RADJY
FOUNDER AND MANAGING PARTNER
24 AVE RIANT PARC
GENEVA
Switzerland
Tel:
+41786019777
T********@************H
(Full email address available in API data)
Industry Affiliates
| ALPHAMUNDI US LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SOCIALALPHA INVESTMENT FUND (SAIF) SICAV-SIF | Hedge Fund | $17.9M | $0.1M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| radjy, reza-teymour | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER OF FILING ADVISOR AND RELYING ADVISOR | 12/2007 | 50-75% |
| Willems, Lisa, Scheible | Individual | – | MANAGING DIRECTOR - RELYING ADVISOR | 10/2018 | < 5% |
| Naayem, Joseph | Individual | – | SHAREHOLDER | 12/2020 | < 5% |
| Madhavji, Mehboob | Individual | – | SHAREHOLDER | 12/2020 | 10-25% |
| Paris, Philippe | Individual | – | SHAREHOLDER | 12/2020 | 5-10% |
| COMPAGNIE DU SALEVE | Foreign Entity | – | SHAREHOLDER | 01/2023 | 10-25% |