$1.1B Total AUM
$569.5M Disc. AUM
4.2% 3Y CAGR
11 Employees
302 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Banque Pictet
- Clients
- Retail and Institutional
- Platforms
- HarborUnison bridge +more
- Established Date
- 02-03-2010
- Office Locations
- 1
Office Locations
VIA F. Pelli 3 Lugano - Ticino --
About LFA
LFA is a Swiss-based wealth manager serving clients with U.S. income tax obligations, focused on international diversification. The firm builds customized portfolio strategies, coordinates investment administration, and helps clients access Swiss private banking while remaining independent in bank selection. Core capabilities include global investing, foreign currency/FX management (including Swiss franc exposure), and integrated tax and risk mitigation in partnership with clients’ accountants and attorneys.
Team overview
-- AVG AGE
$121.1M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
3.5 yrs AVG TENURE
11 Employees
9 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Summit Oak Delta zenith Timber Focus Unison quantum Fusion ridge Timber Prime atlas Matrix ridge Legacy wave Unison ember
Client Personas
Peak Alpha matrix
CRM
Pathway
Custodian
Frontier Wave Focus capital Oak focus Oak Atlas
Investment Themes
Value Alpha ember Legacy beacon Frontier Atlas vital Crest momentum
Investment Vehicles
Glacier capital Value north
Services
Vital Radial Pioneer Timber horizon Wave meridian Prime Glacier Insight Element
Technology
Horizon horizon Summit pioneer Ridge Optima Ember
Owner & Executives
T
Tuomas Ahonen
--
- CRD
- --
- Ownership
- Less than 5%
(441) 900-9161
foundation.capital@frontiercapital.com
in linkedin.com/in/peak-foundation
M
Massimo Borghesi
--
- CRD
- --
- Ownership
- Less than 5%
(499) 372-7770
catalyst.vector@legacycapital.com
in linkedin.com/in/eagle-ridge
P
Pioneer momentum
Atlas value
- CRD
- #40454
- Ownership
- 15.8%
(609) 916-3414
vector.ember@radialcapital.com
in linkedin.com/in/value-zenith
Showing 2 of 11 owners & executives
Unlock allContacts
F
FRANCESCO BERNASCONI
Project Manager
- CRD
- #5751009
(691) 653-1942
legacy.crest@momentumcapital.com
in linkedin.com/in/optima-bridge
Showing 1 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $569,545,895 | $3,559,662 |
| Non-Discretionary | $520,504,067 | $3,665,522 |
| Total | $1,090,049,962 | $3,609,437 |
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Separately Managed Accounts
Total SMA Asset: $1,090,049,962
Equity - Exchange:
18.9% Corporate - Investment Grade:
12.6% Cash:
5.7% Other:
15.3% Sovereign Bonds:
6.5% U.S. Government/Agency:
17.3% Corporate - Non-Investment Grade:
14.6% Private Funds:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $147,470,366 | 18.9% |
| Corporate - Investment Grade | $98,313,577 | 12.6% |
| Cash | $44,475,190 | 5.7% |
| Other | $119,380,772 | 15.3% |
| Sovereign Bonds | $50,717,322 | 6.5% |
| U.S. Government/Agency | $134,986,102 | 17.3% |
| Corporate - Non-Investment Grade | $113,918,907 | 14.6% |
| Private Funds | $71,004,249 | 9.1% |
| Total | $780,266,485 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM QUANTUM | ATLAS HORIZON | T2AFW50XP | RYUST | 4.48% | $10,632,695 |
| PATHWAY VERTEX | RIDGE CATALYST | P6NDZ6RXC | WSQ | 1.39% | $118,230,898 |
| FOCUS GLACIER | BEACON SUMMIT | DH7SR8AZ5 | ZQGV | 0.85% | $34,572,931 |
| SIGNAL WAVE | PIONEER NORTH | 6ZU5ZA1IT | BOXGF | 11.50% | $81,921,762 |
| WAVE UNISON HORIZON | PRIME FUSION | COC7FALEJ | YQQ | 11.92% | $50,912,875 |
| INSIGHT INSIGHT | NORTH PIONEER | YH108GB20 | JDA | 5.15% | $95,329,661 |
| ATLAS VECTOR ELEMENT | ZENITH OPTIMA | W3XIDLUGR | JLDSI | 2.09% | $42,398,835 |
| HARBOR FUSION RIDGE | FUSION FRONTIER | XTGMUE6NT | GJCY | 1.09% | $6,718,006 |