Capitalia (Suisse) is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 20, 2026, reports $750M in regulatory assets under management, 6 employees, and 300 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
300
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$750Mas of February 20, 2026
Discretionary73.3%
$550M
73% of total RAUM73.3%
Non-discretionary26.7%
$200M
27% of total RAUM26.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$750M
Total Accounts300
10Y AUM Change+$50M (+7.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.