Member of Management · Climber Capital SA
Thomas W. Heppel
CRD 6692383 · Named on Form ADV at one SEC-registered adviser
At a glance
Climber Capital SA, an SEC-registered wealth manager based in Nyon, Vaud, Switzerland with $625 million in regulatory assets, lists Thomas W. Heppel on its Form ADV as Member of Management, a control person.
Firms and roles
- Climber Capital SAMember of ManagementWealth manager · Nyon, Vaud, Switzerland · $625M in regulatory assets
AtlasMembers
Thomas’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Erika BeaumierDirector, Climber Capital SA
- Matthieu Y. BalmerCEO and Director, Climber Capital SA
- Rene ZagolinDirector, Chairman of the Board, Climber Capital SA
- Melina A DimitrakakisChief Compliance and Risk Officer, Climber Capital SA
- Philippe A. GivelDirector, Climber Capital SA
1 more person named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.