CGS MANAGEMENT AG
Adviser information for CGS MANAGEMENT AG last updated from Form ADV on March 11th, 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 | 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 | 802-77877 |
|---|---|
| SEC ERA File Number | 802-77877 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166379 |
| Legal Entity Identifier | None |
Principal Office
HUOBSTRASSE 14PF�FFIKON
Switzerland
Monday - Friday, 8AM TO 5.30PM
Tel: +41 55 416 16 40, Fax: 0
Websites
Chief Compliance Officer
HEINZ SAURENMANN
HEAD OF INVESTMENT SERVICES
HUOBSTRASSE
14
PF�FFIKON
Switzerland
Tel:
+41554161638
Fax:
0
H***************@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CGS III (JERSEY) L.P. | Private Equity Fund | $197.3M | $0.5M | 33 |
| CGS IV (JERSEY) LIMITED PARTNERSHIP | Private Equity Fund | $125.7M | $0.5M | 45 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HALLER, CHRISTOPH | Individual | – | MEMBER OF THE BOARD | 01/2012 | < 5% |
| LANZ, ROLF | Individual | – | MANAGING DIRECTOR | 10/2000 | 25-50% |
| Anderegg, Thomas, Martin | Individual | – | MANAGING DIRECTOR | 06/2017 | 10-25% |
| CARPIO PARTNERS AG | Foreign Entity | – | OWNER | 12/2023 | 25-50% |
| Walker, Oliver, Patrick | Individual | – | MANAGING DIRECTOR | 12/2023 | < 5% |
| Emoedi, Andreas, Alexander | Individual | – | MANAGING DIRECTOR | 12/2023 | < 5% |
| Emoedi, Andreas, Alexander | Individual | CARPIO PARTNERS AG | OWNER AND DIRECTOR | 12/2023 | 50-75% |
| Walker, Oliver, Patrick | Individual | CARPIO PARTNERS AG | OWNER AND DIRECTOR | 12/2023 | 50-75% |