AdvisorCensus / Financial advisors / Trigon Investment Advisors AG
Trigon Investment Advisors AG
Filed as TRIGON INVESTMENT ADVISORS AG
Trigon Investment Advisors AG is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.
Quick answers
From the filingHow is Trigon Investment Advisors AG compensated?
On its Form ADV (Item 5.E, October 2026), Trigon Investment Advisors AG reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Trigon Investment Advisors AG located?
Trigon Investment Advisors AG's principal office is in Zurich, Switzerland, according to its Form ADV.
Is Trigon Investment Advisors AG registered with the SEC or a state?
Trigon Investment Advisors AG is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286220.
How much does Trigon Investment Advisors AG manage?
Trigon Investment Advisors AG reports $0 in regulatory assets under management in its Form ADV filing dated March 17, 2026.
How have Trigon Investment Advisors AG's assets and staff changed since 2021?
In the Form ADV data for Trigon Investment Advisors AG: Regulatory assets under management: $120,310,554 in the October 2021 data and $0 in the October 2026 data, down 100%. Total employees: 4 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Trigon Investment Advisors AG 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/286220
Does Trigon Investment Advisors AG state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Trigon does not have a minimum amount of assets to be managed."
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
- Performance-based fees
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Trigon does not have a minimum amount of assets to be managed.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated March 17, 2026.
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.DA 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 1. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 1 | March 17, 2026 |
| October 2025 | $0 | 1 | May 7, 2025 |
| October 2024 | $146,928,572 | 8 | March 26, 2024 |
| October 2023 | $129,255,743 | 12 | March 23, 2023 |
| October 2022 | $138,892,569 | 11 | June 21, 2022 |
| October 2021 | $120,310,554 | 4 | March 31, 2021 |
Regulatory assets under management: $120,310,554 in the October 2021 data and $0 in the October 2026 data, down 100%.
Total employees: 4 in October 2021 and 1 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 monthsNo changes to these filed facts in the last 12 months of filing data.
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.INot reported.
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. Trigon Investment Advisors AG (CRD 286220): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/trigon-investment-advisors-ag-zurich-286220