H I A - HELVETIA INVESTMENT ADVISORS SA

H I A - HELVETIA INVESTMENT ADVISORS SA of LUGANO is an SEC-registered investment adviser (CRD 171155). Regulatory assets under management: $506.8M.

Registration

• CRD: 171155
• SEC file number: 801-79688
• Type: Registered investment adviser
• Location: VIA DELLA POSTA 4, LUGANO, 6900
• Phone: +41919100583
• Latest filing: 2026-03-30
• Regulatory AUM: $506.8M
• Discretionary AUM: $426.2M
• Non-discretionary AUM: $80.7M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: High net worth, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search