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IAG
IAG is an SEC-registered investment adviser in Waukesha, WI, registered since 2009. The firm manages approximately $1.9 billion in regulatory assets.
Overview
IAG is an SEC-registered investment adviser in Waukesha, WI, registered since 2009. The firm manages approximately $1.9 billion in regulatory assets. It has 15 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
Switzerland
City
Charleston
Corporate office
Lugano, Switzerland
Additional offices
New York, NY, United States · Los Altos, CA, United States · Menlo Park, CA, United States · London, United Kingdom · Reno, NV, United States · San Francisco, CA, United States · Shanghai, China
Sector focus
Frequently asked questions
Where does IAG's underlying wealth originate?
IAG's capital base is not publicly disclosed. The firm's office locations in both European wealth centers and US technology hubs, combined with its sector focus on enterprise software and fintech, point to wealth generated from technology entrepreneurship and European industrial holdings — a common profile among Swiss multi-family offices that serve founder-operators.
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