The LUGANO FINANCIAL ADVISORS S.A. is a privately held investment adviser that advises $1.76Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. LUGANO FINANCIAL ADVISORS S.A. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 97.08% over the last 5-years.
The Group has been registered with the SEC for 16.5 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at VIA F. PELLI 3, LUGANO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 11 employees comprised of 9 investment and 2 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.
Their $1.76Bn in assets advised are owned by 2 private funds, 14 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $925.84mn or 52.61% of Total Assets and Investment Companies (IC) own $628mn or 35.69% of Total Assets.
The Group's top investment strategies include Derivatives, Multi Strat and FI/Credit - Diverse, representing 34.21%, 27.26% and 22.25% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 2 Fund Administrators, 2 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 advisory fees, fixed fees, management fees and performance-based fees.
LUGANO FINANCIAL ADVISORS S.A. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.