Cura & Senectus Investment Ag is a mid-sized advisory firm based in Vaduz, Vaduz. It manages $37.77 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018.
Cura & Senectus Investment Ag provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cura & Senectus Investment Ag is $37.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and $37.77 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cura & Senectus Investment Ag for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Cura & Senectus Investment Ag is pooled investment vehicles with 5 clients and $37.77 million of assets under management. Among the 0 most similar advisory firms, Cura & Senectus Investment Ag has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $37.77 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.
Cura & Senectus Investment Ag doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cura & Senectus Investment Ag performs its advisory services is located at Hintergass 19, Vaduz, Vaduz, Fl9490, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +423-384-3600 or by fax +423-233 4708. The normal business hours are 9.30 - 17.30 on Monday - Friday. You can find more information about the New York firm at c-s-investment.li.