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Head Portfolio Management · Swisspartners Advisors

Gerhard T. Gottet

CRD 5631790 · Named on Form ADV at one SEC-registered adviser

At a glance

Swisspartners Advisors, an SEC-registered wealth manager based in Zurich, Switzerland with $892 million in regulatory assets, lists Gerhard T. Gottet on its Form ADV as Head Portfolio Management, a control person.

Firms and roles

  • Swisspartners AdvisorsHead Portfolio ManagementWealth manager · Zurich, Switzerland · $892M in regulatory assets

AtlasMembers

Gerhard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (6)

1 more person named with Gerhard on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerhard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.