Key facts
- HELVETIA INVESTMENT ADVISORS is a other based in LUGANO, Switzerland.
- HELVETIA INVESTMENT ADVISORS reports $154.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 171155- Regulatory AUM
- $154.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1
- Registered office
- LUGANO
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as H I A - HELVETIA INVESTMENT ADVISORS SA).
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Portfolio
Portfolio — not yet on record
No portfolio companies for HELVETIA INVESTMENT ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HELVETIA INVESTMENT ADVISORS's AUM?
- HELVETIA INVESTMENT ADVISORS manages approximately $154.3M in assets.