H I a - Helvetia Investment Advisors SA
● SEC registered since 2014CRD 171155SEC# 801-79688Lugano
Reg. AUM
$506.8M
Employees
1
Accounts
137
Location
Lugano
H I a - Helvetia Investment Advisors SA assets under management
H I a - Helvetia Investment Advisors SA is a registered investment adviser overseen by the SEC based in Lugano. The firm has been registered since 2014. It reports $506.8 million in regulatory assets under management and employs 1 people.
H I a - Helvetia Investment Advisors SA owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dirk Klitsch | Cio | 5-10% | 2020 |
| Giampaolo Bonalumi Control | Cco/Ceo | 50-75% | 2018 |
Frequently asked questions
How much does H I a - Helvetia Investment Advisors SA manage?
H I a - Helvetia Investment Advisors SA reports $506.8 million in regulatory assets under management on its Form ADV.
How many employees does H I a - Helvetia Investment Advisors SA have?
H I a - Helvetia Investment Advisors SA reports 1 employees.
Where is H I a - Helvetia Investment Advisors SA located?
H I a - Helvetia Investment Advisors SA is based in Lugano and has been SEC-registered since 2014.
Does H I a - Helvetia Investment Advisors SA disclose fund performance?
H I a - Helvetia Investment Advisors SA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Via Della Posta 4, Lugano 6900 |
| Phone | +41919100583 |
| Fax | +41919100588 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$506.8M▲ 37%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$506.8Mregulatory AUM
Discretionary $426.2MNon-discretionary $80.7M