European Special Opportunities Advisors Ag (Zurich)

Name: European Special Opportunities Advisors Ag
Address: Oberdorfstrasse 10, Zurich, Ch 8024
Telephone: +41 44 280 3820

European Special Opportunities Advisors Ag is an adviser based in Zurich. It manages $209.14 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Delaware.

European Special Opportunities Advisors Ag provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

European Special Opportunities Advisors Ag: assets under management

The assets under management (AUM) of European Special Opportunities Advisors Ag is $209.14 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $160 million in discretionary accounts and $49.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.14 million.

European Special Opportunities Advisors Ag has custody of $49.14 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay European Special Opportunities Advisors 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.

Careers at European Special Opportunities Advisors Ag

Olha O Klueppel joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Schmid	Chief executive officer	1 Nov 2006	75% - 100%	2522225
Olha O Klueppel	Partner	1 Jan 2010	Other	3097544

Based in Zurich

The principal office where European Special Opportunities Advisors Ag performs its advisory services is located at Oberdorfstrasse 10, Zurich, Ch 8024, 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 +41 44 280 3820 or by fax +41 44 280 3820. The normal business hours are 9am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.esocapital.com.