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H I a - Helvetia Investment Advisors SA

● SEC registered since 2014CRD 171155SEC# 801-79688Lugano
Export (members)
Reg. AUM
$370.5M
Employees
1
Accounts
105
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 $370.5 million in regulatory assets under management and employs 1 people.
www.helvetia-ia.comView on SEC.gov ↗

H I a - Helvetia Investment Advisors SA owners & executives

2 reported
NameTitleOwnershipSince
Dirk KlitschCio5-10%2020
Giampaolo Bonalumi ControlCco/Ceo50-75%2018

Frequently asked questions

How much does H I a - Helvetia Investment Advisors SA manage?

H I a - Helvetia Investment Advisors SA reports $370.5 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

AddressVia Della Posta 4, Lugano 6900
Phone+41919100583
Fax+41919100588
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$315.9M
Non-discretionary$54.6M
Total (RAUM)$370.5M