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Hyposwiss Advisors SA

Geneva, SwitzerlandSEC-registered investment adviserCRD 157400

Filed as HYPOSWISS ADVISORS SA

Hyposwiss Advisors SA is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

15 years
registered since 2011
$678,285,910
assets under management
4 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hyposwiss Advisors SA compensated?

On its Form ADV (Item 5.E, October 2026), Hyposwiss Advisors SA reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Hyposwiss Advisors SA located?

Hyposwiss Advisors SA's principal office is in Geneva, Switzerland, according to its Form ADV.

Is Hyposwiss Advisors SA registered with the SEC or a state?

Hyposwiss Advisors SA is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157400.

How much does Hyposwiss Advisors SA manage?

Hyposwiss Advisors SA reports $678,285,910 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (65% discretionary).

How have Hyposwiss Advisors SA's assets and staff changed since 2021?

In the Form ADV data for Hyposwiss Advisors SA: Regulatory assets under management: $342,923,202 in the October 2021 data and $678,285,910 in the October 2026 data, up 98%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Hyposwiss Advisors SA serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (118); individuals (other than high net worth individuals) (36); corporations or other businesses not listed above (22).

Which custodians does Hyposwiss Advisors SA use?

Hyposwiss Advisors SA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banque Julius Baer ET CIE SA, Banque Pictet ET CIE SA, Credit Suisse (Switzerland) Ltd, Hyposwiss Private Bank (affiliated with the firm) and Union Bancaire Privee, UBP SA as custodians holding 10% or more of its separately managed account assets.

Does Hyposwiss Advisors SA 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/157400

What changed in Hyposwiss Advisors SA's recent Form ADV filings?

In the April 2026 filing data: No longer lists the business name Hyposwiss Gestion de Patrimoine. Regulatory assets under management went from $597,077,569 to $678,285,910 (+14%). Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$678,285,910

$678,285,910 as of October 2026, filing dated March 30, 2026.

Discretionary: $438,816,165.Non-discretionary: $239,469,745.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 36 Assets $16,894,371 (2%)
High net worth individuals
Clients 118 Assets $625,681,295 (92%)
Corporations or other businesses not listed above
Clients 22 Assets $32,832,361 (5%)
Other
Clients Fewer than 5 Assets $2,877,883 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2011 (15 years)
Employees
Total: 9. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Banque Julius Baer ET CIE SABanque Pictet ET CIE SACredit Suisse (Switzerland) LtdHyposwiss Private Bank · affiliatedUnion Bancaire Privee, UBP SA

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
5 states or jurisdictions
CAFLNYSDTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$343M 2021 $389M 2022 $440M 2023 $469M 2024 $597M 2025 $678M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$678,285,9109March 30, 2026
October 2025$597,077,5698March 28, 2025
October 2024$469,292,3338March 26, 2024
October 2023$440,053,7656March 30, 2023
October 2022$389,251,4736March 17, 2022
October 2021$342,923,2027March 24, 2021

Regulatory assets under management: $342,923,202 in the October 2021 data and $678,285,910 in the October 2026 data, up 98%.

Total employees: 7 in October 2021 and 9 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • No longer lists the business name Hyposwiss Gestion de Patrimoine.
    • Regulatory assets under management went from $597,077,569 to $678,285,910 (+14%).
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
hyposwissadvisors.chhyposwissadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Hyposwiss Advisors SA (CRD 157400): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hyposwiss-advisors-sa-geneva-157400