Investment adviser · CRD 342936
SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
SOUTHBURY, CT, United States · Form ADV filed Jul 20, 2026
- Regulatory AUM
- $101M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Corporations & businesses | Fewer than 5 | $101,191,274 | 100.0% |
Filing source
Form ADV 2120735 · Jul 20, 2026 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SWISS FINANCE FUND LLCHedge Fund · Last reported Jul 20, 2026$0Gross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9153609681
- Reported beneficial owners
- 0
- Minimum commitment
- $100K
Form ADV 2120735 · Jul 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2 POMPERAUG OFFICE PARK, SUITE 207SOUTHBURY, CT, 06488, United States
CRD 342936
Filing source
Form ADV 2120735 · Jul 20, 2026 · 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.