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TRIGON INVESTMENT ADVISORS AG
CRD 286220File 801-108844
APPROVED
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 3, 2017
- Principal office
- TÖDISTRASSE 7, ZURICH, 8002
- Phone
- 0041 44 304 22 05
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 1 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 63 | 0 | decreased by63 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $138,892,569 | $0 | decreased by$138,892,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 63 | 0 | decreased by63 |
| Apr 1, 2022 | Employees | 4 | 11 | increased by7 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 51 | 63 | increased by12 |
| Apr 1, 2022 | AUM | $120,310,554 | $138,892,569 | increased by$18,582,015 |
| Apr 1, 2022 | Accounts | 51 | 63 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRIGON INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRIGON INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.