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Cefisa SA
Cefisa SA was established in 2004 as an independent firm dedicated to private wealth management. It serves families, entrepreneurs and trusts through portfolio...
Cefisa SA
Cefisa SA was established in 2004 as an independent firm dedicated to private wealth management. It serves families, entrepreneurs and trusts through portfolio management, estate planning and administrative services. The firm deploys capital across money markets, bonds, equities, commodities, precious metals and real estate. It executes direct co-investments and SPVs alongside allocations to hedge funds and private credit. Activity remains concentrated in Europe. Cefisa maintains an estimated $500 million under management. It holds membership in Caja Mutual de Cooperativistas del Paraguay. No dated operational events from the last 24 months appear in available sources. The firm preserves a partnership structure among independent wealth managers rather than operating under a single-family mandate or external sponsor.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Rue Michel-Chauvet 11, 1208 Genève, Switzerland
Sector focus
Frequently asked questions
Who runs investment decisions at Cefisa SA?
No named principals or investment committee members are disclosed in public sources.
How does Cefisa SA source proprietary deal flow?
The firm relies on relationships with Swiss custodian banks and its network of independent wealth managers.
Does Cefisa SA participate in fund commitments or only direct deals?
Confirmed investment types include both direct co-investments and SPVs as well as allocations to external hedge funds and private equity vehicles.
What investment stages does Cefisa SA typically target?
The firm maintains a long-term allocation approach across liquid and illiquid asset classes without specified stage restrictions.
Where does the underlying wealth come from?
Wealth origin is not attributed to any specific family branch and stems from services provided to multiple affluent families and entrepreneurs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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