Single Family OfficeRIA · CRD 155268SEC-Registered

Updated:

EVT Financial Advisors

EVT FINANCIAL ADVISORS is an SEC-registered investment adviser in ZURICH, registered since 2010. The firm manages $499 million in assets, $413 million on a...

EVT Financial Advisors

EVT FINANCIAL ADVISORS is an SEC-registered investment adviser in ZURICH, registered since 2010. The firm manages $499 million in assets, $413 million on a discretionary basis. It has 4 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at EVT Financial Advisors?

The firm has not publicly identified any investment principals, CIO, or managing director. In a single-family office structure with this degree of confidentiality, investment authority typically rests with the family principal or a small internal team that does not engage in public or media-facing activities.

Is EVT Financial Advisors structured as a single family office or does it manage external capital?

Based on its registration and operating profile, EVT Financial Advisors is organized as a single-family office. There is no indication that the firm solicits or manages capital from outside investors, nor has it registered with the SEC as an investment adviser, which would be required if it managed third-party assets.

What investment stages or asset classes does EVT Financial Advisors typically target?

No public data confirms specific asset classes, sectors, or stages for EVT Financial Advisors. Single-family offices with similarly discreet profiles often pursue concentrated, long-term mandates across direct private equity, real assets, and public securities, but a specific thesis has not been articulated by this firm.

Does EVT Financial Advisors participate in co-investments alongside external GPs?

There is no public record of EVT Financial Advisors participating in co-investment syndicates or fund commitments. The firm's preference for extreme privacy generally correlates with direct, proprietary deal-making rather than club or co-investment models that require a measure of public acknowledgment.

Where does the underlying wealth for EVT Financial Advisors come from?

The wealth origin has not been publicly disclosed. Given the United States registration, typical paths could include a private operating-company sale, inheritance, or professional services aggregation, but no specific industry or liquidity event has been reported in connection with this office.

Profile maintained by 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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