The SYZ SWISS ADVISORS S.A. is a privately held investment adviser that advises $16.16Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SYZ SWISS ADVISORS S.A. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 125.12% over the last 5-years.
The Group has been registered with the SEC for 13.85 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at URANIASTRASSE 34 3RD FLOOR, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 166.67% over the last 5-years.
Their $16.16Bn in assets advised are owned by 2 private funds, 7 public funds and BDCs and 39 other accounts. Assets of Investment Companies (IC) clients own $10.44Bn or 64.59% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $5.07Bn or 31.37% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 4 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 3 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
SYZ SWISS ADVISORS S.A. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In SYZ SWISS ADVISORS S.A.'s case, they have 6 business conditions that require high process maturity and 0 Watch Factors.