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Zurich Awes Financial Management, LLC
ZURICH AWES FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in SANFORD, NC. The firm manages $26 million in regulatory assets under...
Zurich Awes Financial Management, LLC
ZURICH AWES FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in SANFORD, NC. The firm manages $26 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
Europe
Country
Switzerland
City
Sanford
Corporate office
Zurich, Switzerland
Sector focus
Frequently asked questions
What asset classes does Zurich Awes Financial Management target?
The firm invests across private equity, real estate and hedge funds, according to public records. It blends direct co-investments with external manager selection, with a European tilt.
Is Zurich Awes Financial Management a US or Swiss entity?
The firm is registered as a limited liability company in the United States but operates from Zurich, Switzerland (public record). This dual structure suggests cross-border tax and regulatory planning.
Who are the principals behind the firm?
The firm's principals and the originating family have not been publicly disclosed. This level of privacy is typical for Swiss-based single-family offices.
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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