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Chief Investment Officer · Swisspartners Advisors

Peter G. Ahluwalia

CRD 6255726 · 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 Peter G. Ahluwalia on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Swisspartners AdvisorsChief Investment OfficerWealth manager · Zurich, Switzerland · $892M in regulatory assets

AtlasMembers

Peter’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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Each firm’s assets and growth
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Colleagues named on the same filings (6)

1 more person named with Peter 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 Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.