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SWISSPARTNERS ADVISORS
SWISSPARTNERS ADVISORS AG
CRD 148721 · SEC 801-69940
AM SCHANZENGRABEN 23, ZURICH, CA, 8002, Switzerland
Phone
41 58 200 0 800
Fax
41 58 200 0 810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$891.8M
Discretionary AUM
$891.8M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; SETUP FEE
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $303.7M |
| High net worth individuals | 32 | $209.4M |
| Corporations/business entities | 17 | $198.7M |
States served
CA, LA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD