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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SWISS SELECT ADVISORS, LLC

CRD 151914

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70777d18-16ae-a8e0-e9a4-88199207b568

Data as of Jun 24, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2012 to Jun 24, 2022
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $179MItem 5.F on the latest filing (2022-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $179M
Private client RAUM: $123MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
High net worth clients: 5
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $56.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $56.8M
SEC number: 801-70762
CRD: 151914
Filings on the tape: 18
First filed: Mar 28, 2012
Latest filed: Jun 24, 2022
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BODENSEE 2020, LLC	Other Private Fund	$96.9M	Apr 30, 2024	1	Jan 20, 2023	reported	n/a
SWISS SELECT GLOBAL EQUITY FUND, LTD	Hedge Fund	$31.2M	Apr 30, 2024	4	Mar 28, 2012	reported	021-151773
BLUE COMET GLOBAL EQUITY FUND LLC	Hedge Fund	$10.4M	Sep 18, 2014	1	Feb 28, 2014	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALDERMANN, MICHAEL, SCOTT	CHIEF COMPLIANCE OFFICER	Na	yes	02/2020	Mar 13, 2020	Jun 24, 2022
BOLT, MARVIN, VANCE	MANAGING MEMBER	E	yes	10/2009	Mar 28, 2012	Jun 24, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 16, 2022	$179M	$179M	2	2	0	1	$56.8M
2020	Mar 26, 2021	$201M	$201M	2	2	0	1	$62.1M
2019	Mar 13, 2020	$169M	$169M	2	2	0	1	$51.6M
2018	Mar 21, 2019	$149M	$149M	2	2	0	1	$45.2M
2017	Mar 8, 2018	$140M	$140M	2	2	0	1	$40.9M
2016	Mar 14, 2017	$126M	$126M	2	2	n/a	1	$30.4M
2015	Mar 30, 2016	$126M	$126M	1	1	n/a	1	$37.3M
2014	Mar 28, 2015	$120M	$120M	4	1	n/a	1	$39.1M
2013	Feb 28, 2014	$121M	$121M	3	2	n/a	2	$57.2M
2012	Mar 20, 2013	$105M	$105M	2	1	n/a	1	$47.4M
2011	Mar 28, 2012	$120M	$120M	n/a	n/a	n/a	1	$64.8M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$179M	$201M	-10.8%	$149M	6.3%	2	2	0	0

Relationships

Advises (3)

→ BODENSEE 2020, LLCPrivate fundOther Private Fund, ERA
Jan 20, 2023 to presentfactForm ADV
→ SWISS SELECT GLOBAL EQUITY FUND, LTDPrivate fundHedge Fund, ERA
Mar 28, 2012 to presentfactForm ADV
→ BLUE COMET GLOBAL EQUITY FUND LLCPrivate fundHedge Fund, IA, no longer reported
Feb 28, 2014 to Sep 18, 2014factForm ADV

Controls (2)

← BOLT, MARVIN, VANCEOwnerMANAGING MEMBER, ownership code E, individual
Mar 28, 2012 to presentfactForm ADV
← BALDERMANN, MICHAEL, SCOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2020 to presentfactForm ADV

Dated events

Occurred
Mar 13, 2020
Control person left
Hassanali Ahamed Saleemah (Chief Compliance Officer) no longer on Schedule A of Swiss Select Advisors, Llc (listed 2019-03-21, absent 2020-03-13)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2020
Control person joined
Scott Michael Baldermann (Chief Compliance Officer) appeared on Schedule A of Swiss Select Advisors, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70777d18-16ae-a8e0-e9a4-88199207b568
First observed: Mar 28, 2012
Last observed: Jun 24, 2022 51 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SWISS SELECT ADVISORS, LLC

CRD 151914

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70777d18-16ae-a8e0-e9a4-88199207b568

Data as of Jun 24, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BODENSEE 2020, LLC

Other Private Fund

$96.9M

Apr 30, 2024

Jan 20, 2023

reported

n/a

SWISS SELECT GLOBAL EQUITY FUND, LTD

Hedge Fund

$31.2M

Apr 30, 2024

Mar 28, 2012

reported

021-151773

BLUE COMET GLOBAL EQUITY FUND LLC

Hedge Fund

$10.4M

Sep 18, 2014

Feb 28, 2014

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALDERMANN, MICHAEL, SCOTT

CHIEF COMPLIANCE OFFICER

yes

02/2020

Mar 13, 2020

Jun 24, 2022

BOLT, MARVIN, VANCE

MANAGING MEMBER

yes

10/2009

Mar 28, 2012

Jun 24, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 16, 2022

$179M

$56.8M

2020

Mar 26, 2021

$201M

$62.1M

2019

Mar 13, 2020

$169M

$51.6M

2018

Mar 21, 2019

$149M

$45.2M

2017

Mar 8, 2018

$140M

$40.9M

2016

Mar 14, 2017

$126M

n/a

$30.4M

2015

Mar 30, 2016

$126M

n/a

$37.3M

2014

Mar 28, 2015

$120M

n/a

$39.1M

2013

Feb 28, 2014

$121M

n/a

$57.2M

2012

Mar 20, 2013

$105M

n/a

$47.4M

2011

Mar 28, 2012

$120M

n/a

$64.8M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$179M

$201M

-10.8%

$149M

6.3%