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Erickson Capital Management
Erickson Capital Management, a Geneva-based asset manager founded in 2006, provides global investment access to individuals, family offices, and...
Erickson Capital Management
Erickson Capital Management was founded in Geneva in 2006, positioning itself within the Swiss private-banking ecosystem as a provider of global investment access. The firm serves individual investors, family offices, foundations, and charitable entities, reflecting the client mix typical of Geneva's wealth-management corridor. No wealth-origin lineage or named principals are publicly confirmed. Erickson's strategy is described as generalist, offering cross-asset-class exposure. Its Swiss domicile suggests a multi-asset orientation spanning public equities, fixed income, and potentially private-market funds or structured products common among Swiss independent asset managers. No specific portfolio companies, deal-level disclosures, or co-investment partnerships are available in the public record. The firm does not publish headcount or AUM totals. Its operational scale remains opaque. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or membership-club affiliation — are publicly tied to the Erickson Capital Management name. Switzerland's regulatory framework for independent asset managers sets Erickson apart structurally from US- or UK-domiciled peers. As a Swiss-based manager serving foundations and charities alongside private clients, the firm operates under FINMA oversight and the obligations of the Federal Act on Financial Institutions, a posture that imposes a distinct fiduciary and reporting architecture on its generalist mandate.
General information
Firm type
Generalist
Year founded
2006
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Frequently asked questions
What is Erickson Capital Management's regulatory posture?
Erickson Capital Management operates from Geneva, Switzerland, under the oversight of the Swiss Financial Market Supervisory Authority (FINMA). As an independent Swiss asset manager, the firm adheres to the Federal Act on Financial Institutions, which imposes fiduciary, organizational, and reporting obligations distinct from those of US or UK wealth managers. This regulatory framework is particularly relevant to its foundation and charity clients, who require compliance with Swiss institutional standards.
What types of clients does Erickson Capital Management serve?
Per the firm's curated description, Erickson Capital Management serves individuals, family offices, foundations, and charities. This client mix aligns with the typical Geneva wealth-management model, where independent asset managers often cater to both private and institutional pools of capital with a focus on cross-border preservation and growth mandates.
Does Erickson Capital Management disclose its AUM or team size?
No. Erickson Capital Management does not publicly disclose its assets under management or the number of investment professionals on its team. The firm maintains the opacity characteristic of many Swiss independent asset managers, which often are not required to publish such figures and may serve a concentrated, private client base.
How does Erickson Capital Management invest capital?
The firm is categorized as a generalist asset manager, suggesting a multi-asset, cross-sector mandate. Swiss independent managers of this type frequently deploy capital across public equities, fixed income, private-market funds, and structured products. However, no specific asset-class weights, named portfolio holdings, or fund-commitment preferences have been made public.
Is Erickson Capital Management a single-family office?
No. Erickson Capital Management is structured as a generalist asset manager, not a single-family office. It serves multiple client types — individuals, family offices, foundations, and charities — which differentiates it from a dedicated SFO managing the capital of one wealth-creating family.
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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