CAPITAL PRIVE SUISSE S.A.
Total AUM
$22.6M
Employees
3Clients
69Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
RUE DU MONT-BLANC 7
GENEVA
1201
Switzerland
GENEVA
1201
Switzerland
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
206-619-5785
Other Offices
1
Financials
Total AUM
$22.6M
Accounts
88Discretionary
$22.6M
Accounts
88Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
19AUM
$2.9M
HNW Individual Clients
50AUM
$19.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING, ESTATE PLANNING, FAMILY OFFICE SERVICES, INSURANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
HOURLY FINANCIAL PLANNING, INSURANCE PREMIUMS
Compliance
Disclosures
None reported
State Registrations
CANYTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.