Multi-Family OfficeRIA · CRD 158706SEC-Registered

Updated:

Swiss UsAdvisors

SWISS USADVISORS is an SEC-registered investment adviser in ZURICH, registered since 2012. The firm manages approximately $250 million in regulatory assets.

Swiss UsAdvisors logo

Swiss UsAdvisors

SWISS USADVISORS is an SEC-registered investment adviser in ZURICH, registered since 2012. The firm manages approximately $250 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at Swiss UsAdvisors?

The firm does not publicly name its principals or investment committee. This level of confidentiality aligns with its low-profile approach, common among Swiss family offices. No named operators have been identified through public sources or the firm's own communications.

How does Swiss UsAdvisors source proprietary deal flow?

The firm leverages its cross-border positioning between Switzerland and the United States to source investments. Relationships with US-based GPs, private credit managers, and real asset operators are the primary channel. Direct co-investments and club deals appear to be the preferred vehicles, rather than fund-of-funds commitments.

What investment stages does Swiss UsAdvisors typically target?

Swiss UsAdvisors focuses on income-generating and capital-preservation strategies, including private credit, real estate, and infrastructure. It avoids early-stage venture capital and growth equity. The firm seeks mature, cash-flow-positive assets in developed markets.

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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