# Capitalia (Suisse)

> Capitalia (Suisse) is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 164222
- Filed as: CAPITALIA (SUISSE)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Geneva, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164222
- AdvisorCensus page: https://advisorcensus.com/firm/capitalia-suisse-geneva-164222

## Quick answers

**How is Capitalia (Suisse) compensated?**
On its Form ADV (Item 5.E, October 2026), Capitalia (Suisse) reports these compensation arrangements: a percentage of assets under its management; commissions; performance-based fees.

**Where is Capitalia (Suisse) located?**
Capitalia (Suisse)'s principal office is in Geneva, Switzerland, according to its Form ADV.

**Is Capitalia (Suisse) registered with the SEC or a state?**
Capitalia (Suisse) is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164222.

**How much does Capitalia (Suisse) manage?**
Capitalia (Suisse) reports $750,000,000 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (73% discretionary).

**How have Capitalia (Suisse)'s assets and staff changed since 2021?**
In the Form ADV data for Capitalia (Suisse): Regulatory assets under management: $280,000,000 in the October 2021 data and $750,000,000 in the October 2026 data, up 168%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capitalia (Suisse) serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (300).

**Does Capitalia (Suisse) report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164222

**Does Capitalia (Suisse) state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "Generally, Capitalia prefers its client relationships to have a minimum of $1 million of assets under management." "Capitalia may accept accounts below the minimum requirements, or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."

**What changed in Capitalia (Suisse)'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $500,000,000 to $750,000,000 (+50%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: $1,000,000

> Generally, Capitalia prefers its client relationships to have a minimum of $1 million of assets under management.

> Capitalia may accept accounts below the minimum requirements, or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance.

- Minimum annual fee: $2,000

> There is a minimum annual fee of USD 2,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $750,000,000
- Discretionary: $550,000,000
- Non-discretionary: $200,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 300 | $750,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $280,000,000 | 6 | March 18, 2021 |
| October 2022 | $280,000,000 | 6 | February 10, 2022 |
| October 2023 | $500,000,000 | 6 | February 28, 2023 |
| October 2024 | $500,000,000 | 6 | February 14, 2024 |
| October 2025 | $500,000,000 | 6 | February 11, 2025 |
| October 2026 | $750,000,000 | 6 | February 20, 2026 |

Regulatory assets under management: $280,000,000 in the October 2021 data and $750,000,000 in the October 2026 data, up 168%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $500,000,000 to $750,000,000 (+50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capitalia (Suisse) (CRD 164222): Form ADV filing data as of October 2026.