Lodh Private Equity Ag is a large advisory firm based in Zurich. It manages $1.81 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005.
Lodh Private Equity Ag provides portfolio management for pooled investment vehicles and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lodh Private Equity Ag is $1.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 355% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lodh Private Equity 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.
Bernard Marcel Droux has been acting as President since 1 Dec 2007. Ellen Louise Lederman joined the executive team most recently as the Chief Financial Officer.
The principal office where Lodh Private Equity Ag performs its advisory services is located at Sihlstrasse 20, Zurich, 8021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 41 44 214 1380 or by fax 41 44 214 1350. The normal business hours are 9 am to 5 pm on Monday - Friday.