Swiss Finance Private Wealth Management LLC is an SEC-registered investment adviser based in Southbury, CT that reports managing 1 hedge fund on Form ADV. It reports $101.2 million in regulatory assets under management.
- Regulatory assets under management
- $101.2 millionForm ADV Item 5.F
- Gross assets of private funds
- $0All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 7Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 342936
- Latest Form ADV
- 07/20/2026Disciplinary disclosures: none reported
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures