DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
H•••••••• A••••••• S•
Latest filing Mar 30, 2026
First filing on the tape Mar 29, 2012 · 19 filings
SEC status approved since Jul 12, 2011
RAUM
$678M
reported, Item 5.F
Discretionary
65%
of RAUM
Private clients
95%
$643M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$678M
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$678M as of Mar 30, 2026
Mar 29, 2012$69.2M then
HNW client RAUM$626M as of Mar 30, 2026
Mar 27, 2018$175M then
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 29, 20120 then
Employees (5.A)9 as of Mar 30, 2026
Mar 21, 20132 then
Private funds: no history
RAUM +14% over the last fiscal year+16% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- b••• affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $678MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 154derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.3MderivedHNW RAUM over HNW clients
- Average account
- $3.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 65%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +29%derived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$626M93%
- Corporations and businesses$32.8M4.9%
- Individuals$16.9M2.5%
- Individual clients
- 36reported
- HNW clients
- 118reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 179reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| P•••• J••• D• A••••••Chartered Financial Analyst | G••••• | Apr 8, 2024 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• A••••••••• D••••• · Member Of Managementcontrolsince 04/2024 · owns less than 5%
- E••••••• S•••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- L•••• A••••• B•••• · Chairman Of The Board Of Directorssince 03/2011 · owns less than 5%
- M•••••••• J•••• N••••• · Member Of The Board Of Directorssince 03/2011 · owns less than 5%
Entity owners
- H•••••••• P•••••• B••• G••••• L•• · Ownerdirect · owns 75% or more
- M•••••• H•••••• S• · Sole Shareholderindirect · owns 75% or more of H•••••••• P•••••• B••• G••••• L••
- S•• H•••••• S• · Shareholderindirect · owns 25% to 50% of M•••••• H•••••• S•
Related persons
Schedule D 7.A
- H•••••••• P•••••• B••• G••••• L••custodiany
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 183 to 179Mar 28, 2025 to Mar 30, 2026
- Corporate clients · 19 to 22Mar 28, 2025 to Mar 30, 2026
- HNW clients · 79 to 118Mar 28, 2025 to Mar 30, 2026
- Individual clients · 40 to 36Mar 28, 2025 to Mar 30, 2026
- Employees · 8 to 9Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $358M to $439MMar 28, 2025 to Mar 30, 2026
- HNW RAUM · $518M to $626MMar 28, 2025 to Mar 30, 2026
- Individual RAUM · $22.0M to $16.9MMar 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $239M to $239MMar 28, 2025 to Mar 30, 2026
- RAUM · $597M to $678MMar 28, 2025 to Mar 30, 2026
- Accounts · 171 to 183Dec 23, 2024 to Mar 28, 2025
- Advisory employees · 5 to 4Dec 23, 2024 to Mar 28, 2025
- HNW clients · 75 to 79Dec 23, 2024 to Mar 28, 2025
- Individual clients · 33 to 40Dec 23, 2024 to Mar 28, 2025
- Financial planning clients · unset to Dec 23, 2024 to Mar 28, 2025
- HQ state · unset to Dec 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $300M to $358MDec 23, 2024 to Mar 28, 2025
- HNW RAUM · $397M to $518MDec 23, 2024 to Mar 28, 2025
- Individual RAUM · $17.3M to $22.0MDec 23, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $169M to $239MDec 23, 2024 to Mar 28, 2025
- RAUM · $469M to $597MDec 23, 2024 to Mar 28, 2025
- Accounts · 189 to 171Mar 30, 2023 to Mar 26, 2024
- Advisory employees · 4 to 5Mar 30, 2023 to Mar 26, 2024
- Corporate clients · 21 to 19Mar 30, 2023 to Mar 26, 2024
- HNW clients · 67 to 75Mar 30, 2023 to Mar 26, 2024
- Individual clients · 55 to 33Mar 30, 2023 to Mar 26, 2024
- Employees · 6 to 8Mar 30, 2023 to Mar 26, 2024
- Discretionary RAUM · $252M to $300MMar 30, 2023 to Mar 26, 2024
- HNW RAUM · $349M to $397MMar 30, 2023 to Mar 26, 2024
- Individual RAUM · $24.4M to $17.3MMar 30, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $188M to $169MMar 30, 2023 to Mar 26, 2024
- RAUM · $440M to $469MMar 30, 2023 to Mar 26, 2024
- Accounts · 134 to 189Mar 17, 2022 to Mar 30, 2023
- Advisory employees · 5 to 4Mar 17, 2022 to Mar 30, 2023
- Corporate clients · 13 to 21Mar 17, 2022 to Mar 30, 2023
- HNW clients · 58 to 67Mar 17, 2022 to Mar 30, 2023
- Individual clients · 43 to 55Mar 17, 2022 to Mar 30, 2023
- State-registered IARs · 2 to 1Mar 17, 2022 to Mar 30, 2023
- Other offices · 1 to 0Mar 17, 2022 to Mar 30, 2023
- Discretionary RAUM · $215M to $252MMar 17, 2022 to Mar 30, 2023
Signals
5 dated events
- H•••••••• A••••••• S• reported RAUM $597.1M, up 27% from $469.3M (2024-12-23 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Gabriel Elie Barzilay (General Manager) no longer on Schedule A of H•••••••• A••••••• S• (listed 2023-03-30, absent 2024-03-26)Mar 26, 2024 · Control person left · inference
- Senem Erseven (Chief Compliance Officer) appeared on Schedule A of H•••••••• A••••••• S•Mar 26, 2024 · Control person joined · fact
- Danila Alexandre Berenguier (Member Of Management) appeared on Schedule A of H•••••••• A••••••• S•Mar 30, 2023 · Control person joined · fact
- Jean Claude Mathais (Chief Compliance Officer) no longer on Schedule A of H•••••••• A••••••• S• (listed 2020-06-19, absent 2020-11-12)Nov 12, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hyposwissadvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H••••••••ADVISORS.CHreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +41 22 310 7640reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $678Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026