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SEC-registered adviser

C•• I•••••••••

Asset manager (funds and pooled vehicles)Vaduz, Vaduz, CRD 294103SEC 801-112984websiteIAPD
Legal name C••• • S••••••• I••••••••• A•
Latest filing Feb 18, 2026
First filing on the tape Mar 27, 2018 · 15 filings
SEC status approved since May 7, 2018
RAUM
$146M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.7%
$4.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$146M as of Feb 18, 2026
Feb 14, 2019$37.8M then
HNW client RAUM: $4.0M
State-registered IARs (5.B.3)0 as of Feb 18, 2026
Feb 14, 20190 then
Employees (5.A)8 as of Feb 18, 2026
Feb 14, 20195 then
Private funds: no history
RAUM +116% over the last fiscal year+110% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$7.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+116%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$142M97%
  • High-net-worth individuals$4.0M2.7%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
20reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
private_client_share=0.03 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • K••••• D••••• · Board Of Directorscontrol
        since 07/2015 · owns less than 5%
      • R••••••••• M••••• · Cfocontrol
        since 07/2015 · owns 25% to 50%
      • V•• Z•••••• M•••••• N••••••• D••••• · Chief Compliance Officer / Ceocontrol
        since 01/2017 · owns 10% to 25%
      • B•••••• V•• Z•••••• J•••••• K••••••• · Shareholdercontrol
        since 01/2017 · owns 50% to 75% of H•••••••• H•••••• A•
      • V•• Z•••••• M•••••• N••••••• D••••• · Shareholdercontrol
        since 01/2017 · owns 50% to 75% of H•••••••• H•••••• A•
      • Z•••••••• R••••• X•••• · Shareholdercontrol
        since 05/2011 · owns 50% to 75% of E••••••• M••••• P••••••• H•••••• A•
      • G•••• M••••• · Shareholder
        since 05/2011 · owns 25% to 50% of E••••••• M••••• P••••••• H•••••• A•
      Entity owners
      • E••••••• M••••• P••••••• H•••••• A• · Holding Company
        direct · owns 25% to 50%
      • H•••••••• H•••••• A• · Holding Company
        direct · owns 25% to 50%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Feb 18, 2026
        RAUM (Item 5.F) moved from $67,777,491 to $146,211,152 (+116.0%) between the annual amendments of 2025-02-17 and 2026-02-18; the peer median change was +4.0% (1145 comparable advisers, 97.0th percentile of changes)
        peers: asset managers, $100M to $500M (1,145) · 97% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 9 to 20
        Feb 17, 2025 to Feb 18, 2026
      • Advisory activities · 2 to 3
        Feb 17, 2025 to Feb 18, 2026
      • Pooled vehicle clients · 9 to 15
        Feb 17, 2025 to Feb 18, 2026
      • Employees · 6 to 8
        Feb 17, 2025 to Feb 18, 2026
      • Discretionary RAUM · $67.8M to $146M
        Feb 17, 2025 to Feb 18, 2026
      • HNW RAUM · unset to 3963691.0
        Feb 17, 2025 to Feb 18, 2026
      • Pooled vehicle RAUM · $67.8M to $142M
        Feb 17, 2025 to Feb 18, 2026
      • RAUM · $67.8M to $146M
        Feb 17, 2025 to Feb 18, 2026
      • Accounts · 6 to 9
        Feb 26, 2024 to Feb 17, 2025
      • Pooled vehicle clients · 6 to 9
        Feb 26, 2024 to Feb 17, 2025
      • Employees · 5 to 6
        Feb 26, 2024 to Feb 17, 2025
      • Financial planning clients · 0 to 0
        Feb 26, 2024 to Feb 17, 2025
      • HQ state · unset to
        Feb 26, 2024 to Feb 17, 2025
      • Discretionary RAUM · $28.3M to $67.8M
        Feb 26, 2024 to Feb 17, 2025
      • Pooled vehicle RAUM · $28.3M to $67.8M
        Feb 26, 2024 to Feb 17, 2025
      • RAUM · $28.3M to $67.8M
        Feb 26, 2024 to Feb 17, 2025
      • Accounts · 5 to 6
        Feb 20, 2023 to Feb 26, 2024
      • Pooled vehicle clients · 5 to 6
        Feb 20, 2023 to Feb 26, 2024
      • Discretionary RAUM · $15.7M to $28.3M
        Feb 20, 2023 to Feb 26, 2024
      • Pooled vehicle RAUM · $15.7M to $28.3M
        Feb 20, 2023 to Feb 26, 2024
      • RAUM · $15.7M to $28.3M
        Feb 20, 2023 to Feb 26, 2024
      • Discretionary RAUM · $21.9M to $15.7M
        Feb 9, 2022 to Feb 20, 2023
      • Pooled vehicle RAUM · $21.9M to $15.7M
        Feb 9, 2022 to Feb 20, 2023
      • RAUM · $21.9M to $15.7M
        Feb 9, 2022 to Feb 20, 2023
      • Accounts · 3 to 5
        Feb 12, 2021 to Feb 9, 2022
      • Pooled vehicle clients · 3 to 5
        Feb 12, 2021 to Feb 9, 2022
      • Discretionary RAUM · $71.0M to $21.9M
        Feb 12, 2021 to Feb 9, 2022
      • Pooled vehicle RAUM · $71.0M to $21.9M
        Feb 12, 2021 to Feb 9, 2022
      • RAUM · $71.0M to $21.9M
        Feb 12, 2021 to Feb 9, 2022
      • Accounts · 4 to 3
        Jan 17, 2020 to Feb 12, 2021
      • Pooled vehicle clients · 4 to 3
        Jan 17, 2020 to Feb 12, 2021
      • Discretionary RAUM · $33.0M to $71.0M
        Jan 17, 2020 to Feb 12, 2021
      • Pooled vehicle RAUM · $33.0M to $71.0M
        Jan 17, 2020 to Feb 12, 2021
      • RAUM · $33.0M to $71.0M
        Jan 17, 2020 to Feb 12, 2021
      • Accounts · 5 to 4
        Feb 14, 2019 to Jan 17, 2020
      • Pooled vehicle clients · 5 to 4
        Feb 14, 2019 to Jan 17, 2020
      • Other offices · 1 to 0
        Feb 14, 2019 to Jan 17, 2020
      • Discretionary RAUM · $37.8M to $33.0M
        Feb 14, 2019 to Jan 17, 2020
      • Pooled vehicle RAUM · $37.8M to $33.0M
        Feb 14, 2019 to Jan 17, 2020
      • RAUM · $37.8M to $33.0M
        Feb 14, 2019 to Jan 17, 2020
      Signals
      4 dated events
      • Bernardus Bastiaan Dijkman (Shareholder) no longer on Schedule A of C•• I••••••••• (listed 2020-01-17, absent 2021-02-12)
        Feb 12, 2021 · Control person left · inference
      • Marcellus Gerardus Franciscus Blommestijn (Shareholder) no longer on Schedule A of C•• I••••••••• (listed 2020-01-17, absent 2021-02-12)
        Feb 12, 2021 · Control person left · inference
      • Karl Winzeler (Board Of Directors) no longer on Schedule A of C•• I••••••••• (listed 2018-04-04, absent 2019-02-14)
        Feb 14, 2019 · Control person left · inference
      • C•• I••••••••• filed its initial SEC registration (Form ADV)
        Mar 27, 2018 · First SEC registration · fact
      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
      Website
      w••.p•••••••••.eureportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      +423-384-3600reportedpublic record, Form ADV, Feb 18, 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
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026