{
  "crd_number": 294103,
  "slug": "c-and-s-investment-vaduz-vaduz-294103",
  "primary_business_name": "C&S INVESTMENT",
  "legal_name": "CURA & SENECTUS INVESTMENT AG",
  "dbas": [
    "C&S INVESTMENT",
    "PRIMEPORT"
  ],
  "city": "Vaduz, Vaduz",
  "state": null,
  "country": "Liechtenstein",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-07",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 146211152.0,
  "raum_discretionary": 146211152.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 3963691.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 142247461.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://c-s-investment.li",
    "https://prime-port.eu"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/294103",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "VADUZ, VADUZ",
  "url": "https://advisorcensus.com/firm/c-and-s-investment-vaduz-vaduz-294103",
  "display_name": "C&S Investment",
  "summary": "C&S Investment is an SEC-registered investment advisory firm in Vaduz, Vaduz, Liechtenstein, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. C&S Investment (CRD 294103): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is C&S Investment compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), C&S Investment reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is C&S Investment located?",
      "a": "C&S Investment's principal office is in Vaduz, Vaduz, Liechtenstein, according to its Form ADV."
    },
    {
      "q": "Is C&S Investment registered with the SEC or a state?",
      "a": "C&S Investment is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 294103."
    },
    {
      "q": "How much does C&S Investment manage?",
      "a": "C&S Investment reports $146,211,152 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have C&S Investment's assets and staff changed since 2021?",
      "a": "In the Form ADV data for C&S Investment: Regulatory assets under management: $70,986,676 in the October 2021 data and $146,211,152 in the October 2026 data, up 106%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does C&S Investment serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15)."
    },
    {
      "q": "Does C&S Investment report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/294103"
    },
    {
      "q": "What changed in C&S Investment's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $67,777,491 to $146,211,152 (+116%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 70986676.0,
      "total_employees": 5,
      "filing_date": "2021-02-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 21882681.0,
      "total_employees": 5,
      "filing_date": "2022-02-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 15717226.0,
      "total_employees": 5,
      "filing_date": "2023-02-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 28257944.0,
      "total_employees": 5,
      "filing_date": "2024-02-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 67777491.0,
      "total_employees": 6,
      "filing_date": "2025-02-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 146211152.0,
      "total_employees": 8,
      "filing_date": "2026-02-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $67,777,491 to $146,211,152 (+116%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/c-and-s-investment-vaduz-vaduz-294103.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 3963691.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 142247461.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/294103",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}