← Directory
SWISS USADVISORS
Legal name: SWISS USADVISORS LTD.
CRD 158706File 801-72787
APPROVED
Retail clients
Disclosure events
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.0M
Below cohort median (national)
Discretionary AUM
$250.0M
Clients
100
100 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 6, 2012
- Principal office
- FRAUMUENSTERSTRASSE 13, ZURICH, 8001
- Phone
- 41 58 680 36 44
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.0M
- Discretionary AUM
- $250.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 100
- Non-discretionary accounts
- 0
- Total accounts
- 100
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $250.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.