The SWISSPARTNERS ADVISORS AG is a privately held investment adviser that advises $964.31mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SWISSPARTNERS ADVISORS AG is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 40.15% over the last 5-years.
The Group has been registered with the SEC for 17.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at AM SCHANZENGRABEN 23, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees decreased by 28.57% over the last 5-years.
Their $964.31mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 17 other accounts. Assets of Individuals clients own $303.71mn or 31.5% of Total Assets and High Net Worth Individuals own $209.44mn or 21.72% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SWISSPARTNERS ADVISORS AG names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.