# 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.

- CRD: 286220
- Filed as: TRIGON INVESTMENT ADVISORS AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286220
- AdvisorCensus page: https://advisorcensus.com/firm/trigon-investment-advisors-ag-zurich-286220

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> Trigon does not have a minimum amount of assets to be managed.

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 0 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 | $120,310,554 | 4 | March 31, 2021 |
| October 2022 | $138,892,569 | 11 | June 21, 2022 |
| October 2023 | $129,255,743 | 12 | March 23, 2023 |
| October 2024 | $146,928,572 | 8 | March 26, 2024 |
| October 2025 | $0 | 1 | May 7, 2025 |
| October 2026 | $0 | 1 | March 17, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trigon Investment Advisors AG (CRD 286220): Form ADV filing data as of October 2026.