Swiss Usadvisors Ltd.
● SEC registered since 2012CRD 158706SEC# 801-72787Zurich
Reg. AUM
$250M
Employees
4
Accounts
100
Location
Zurich
About Swiss Usadvisors
Swiss USAdvisors manages portfolios for U.S. taxpayers with assets outside the United States. Its individually managed accounts use a bottom-up approach informed by modern portfolio theory and can include fixed income, equities, and related advisory services.
Summary based on the firm’s website.
Swiss Usadvisors Ltd. assets under management
Swiss Usadvisors Ltd. operates as an SEC-registered investment adviser based in Zurich. The firm has been registered since 2012. It reports $250 million in regulatory assets under management and employs 4 people.
Swiss Usadvisors Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aquila & Co. AG | Owner | 10-25% | 2011 |
| Roland Nmn Hansalik Control | Chief Executive Officer, Chief Compliance Officer | Over 75% | 2011 |
| Max Nmn Cotting | Ceo | Over 75% | 2004 |
Frequently asked questions
How much does Swiss Usadvisors Ltd. manage?
Swiss Usadvisors Ltd. reports $250 million in regulatory assets under management on its Form ADV.
How many employees does Swiss Usadvisors Ltd. have?
Swiss Usadvisors Ltd. reports 4 employees.
Where is Swiss Usadvisors Ltd. located?
Swiss Usadvisors Ltd. is based in Zurich and has been SEC-registered since 2012.
Does Swiss Usadvisors Ltd. disclose fund performance?
Swiss Usadvisors Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Fraumuensterstrasse 13, Zurich 8001 |
| Phone | 41 58 680 36 44 |
| Office hours | 9:00 - 5:00 |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$250MNo change
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$250Mregulatory AUM
Discretionary $250M