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Substantia Invest Ag (Zurich)


Substantia Invest Ag is an adviser based in Zurich. It manages $11.16 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

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Substantia Invest Ag provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Substantia Invest Ag: assets under management

The assets under management (AUM) of Substantia Invest Ag is $11.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Substantia Invest Ag for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Zurich

The principal office where Substantia Invest Ag performs its advisory services is located at Claridenstrasse 20, Zurich, 8002, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 43 305 04 10 or by fax 41 43 305 04 19. The normal business hours are 09.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at substantia.ch.


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