C
CRD: 164222
Capitalia (Suisse)
Geneva, 01204
+4122 810 2614
$750.0M Total AUM
$550.0M Disc. AUM
14.9% 3Y CAGR
6 Employees
600 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2004
- Office Locations
- 1
Office Locations
61 RUE DU Rhone Geneva --
About Capitalia (Suisse)
Capitalia (Suisse) is a Geneva-based RIA. The firm has been operating for 21 years. Managing $750.0M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$750.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
21.6 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Investment Themes
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Services
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Owner & Executives
S
STEPHANE JACQUES BENSAHEL
Chief Compliance Officer, DIRECTOR, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 75% or more
(790) 296-6789
quantum.signal@ridgecapital.com
in linkedin.com/in/crest-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,000,000 | $3,437,500 |
| Non-Discretionary | $200,000,000 | $1,428,571 |
| Total | $750,000,000 | $2,500,000 |
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Separately Managed Accounts
Total SMA Asset: $750,000,000
Cash:
18.7% Corporate - Investment Grade:
47.9% Equity - Exchange:
33.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $836,219,237 | 18.7% |
| Corporate - Investment Grade | $2,141,973,340 | 47.9% |
| Equity - Exchange | $1,493,568,050 | 33.4% |
| Total | $4,471,760,627 | 100.0% |