UBP INVESTMENT ADVISORS S.A.
SEC file number 801-79172
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$943.1M
Discretionary AUM
$451.3M
Employees
8
Clients
1
Firm
- Address
- BAHNHOFSTRASSE 1
ZURICH, 8022 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
- Advaya Investment Partners Fund LP Medium name-match confidence · CIK 2044921 · E9
- Advaya Investment Partners Fund Ltd Medium name-match confidence · CIK 2044816 · E9
- AE Co-Investment Partners Fund IV-S, LP Medium name-match confidence · CIK 2145799 · FL
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AE Co-Investment Partners Fund IV-S, LP · D · Sep 25, 2026
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Advaya Investment Partners Fund Ltd · D/A · Jun 8, 2026
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Advaya Investment Partners Fund LP · D/A · Jun 8, 2026
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Advisers Investment Trust · D/A · Feb 6, 2026
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UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D/A · Feb 6, 2025