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Ventira Private Wealth Management Ltd.

● SEC registered since 2012CRD 164792SEC# 801-76928Zurich
Export (members)
Reg. AUM
$541.1M
Employees
5
Accounts
100
Location
Zurich

Ventira Private Wealth Management Ltd. assets under management

Ventira Private Wealth Management Ltd. is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2012. It reports $541.1 million in regulatory assets under management and employs 5 people.
www.ventira.chView on SEC.gov ↗

Ventira Private Wealth Management Ltd. owners & executives

6 reported
NameTitleOwnershipSince
Andre Christoph Studer ControlOwner, Chief Compliance Officer50-75%2012
Andreas Thomas Lussi ControlMember Of The BoardUnder 5%2021
Beat Gloor ControlOwner, Director50-75%2012
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Frequently asked questions

How much does Ventira Private Wealth Management Ltd. manage?

Ventira Private Wealth Management Ltd. reports $541.1 million in regulatory assets under management on its Form ADV.

How many employees does Ventira Private Wealth Management Ltd. have?

Ventira Private Wealth Management Ltd. reports 5 employees.

Where is Ventira Private Wealth Management Ltd. located?

Ventira Private Wealth Management Ltd. is based in Zurich and has been SEC-registered since 2012.

Does Ventira Private Wealth Management Ltd. disclose fund performance?

Ventira Private Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressGenferstrasse 23, Zurich 8002
Phone0041 41 748 22 90
Office hours09.00 - 17.00
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$497.3M
Non-discretionary$43.8M
Total (RAUM)$541.1M