SWISS SELECT ADVISORS, LLC
Adviser information for SWISS SELECT ADVISORS, LLC last updated from Form ADV on March 12th, 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 | Delaware, United States |
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 | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 802-127361 |
|---|---|
| SEC ERA File Number | 802-127361 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151914 |
| Legal Entity Identifier | None |
Principal Office
TWO TURTLE CREEK BUILDING3838 OAK LAWN AVENUE, SUITE 1000
DALLAS
TX
United States
Monday - Friday, 9AM-5PM MON-THURS; 9AM-4PM FRI
Tel: 212-796-6577, Fax: 208-439-4996
Chief Compliance Officer
MARVIN V. BOLT
CHIEF EXECUTIVE OFFICER
TWO TURTLE CREEK BUILDING
3838 OAK LAWN AVENUE, SUITE 1000
DALLAS
TX
United States
Tel:
212-796-6577
Fax:
208-439-4996
M****@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BODENSEE 2020, LLC | LIMITED LIABILITY COMPANY | $96.9M | $0.0M | 1 |
| SWISS SELECT GLOBAL EQUITY FUND, LTD | Hedge Fund | $31.2M | $0.5M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOLT, MARVIN, VANCE | Individual | – | MANAGING MEMBER | 10/2009 | > 75% |