Overview
Assets Under Management: $500 million
High-Net-Worth Clients: 300
Average Client Assets: $2 million
Frequently Asked Questions
CAPITALIA (SUISSE) is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164222), CAPITALIA (SUISSE) is subject to fiduciary duty under federal law.
CAPITALIA (SUISSE) serves 300 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, CAPITALIA (SUISSE) offers portfolio management for individuals. View all service details ↓
CAPITALIA (SUISSE) manages $500 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, CAPITALIA (SUISSE) serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 300
Discretionary Accounts: 155
Non-Discretionary Accounts: 145
Regulatory Filings
CRD Number: 164222
Last Filing Date: 2025-02-11 00:00:00
Website: https://capitalia.ch