Investment adviser · CRD 305042
ALPHA LEONIS PARTNERS AG
Investment adviser filing (IA)
ZURICH, ZH, Switzerland · Form ADV filed Feb 24, 2020
- Regulatory AUM
- $620M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $486,245,721 | 78.4% |
| Corporations & businesses | Fewer than 5 | $132,937,304 | 21.4% |
| Other clients | Fewer than 5 | $799,818 | 0.1% |
Filing source
Form ADV 1379417 · Feb 24, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2020. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
LOEWENSTRASSE 28ZURICH, ZH, 8001, Switzerland
CRD 305042
Filing source
Form ADV 1379417 · Feb 24, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.