Tiberius Asset Management Ag is a mid-sized advisory firm based in Baar. It manages $150 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.
Tiberius Asset Management Ag provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tiberius Asset Management Ag is $150 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% 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 Tiberius Asset Management Ag for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Tiberius Asset Management Ag is pooled investment vehicles with 4 clients and $150 million of assets under management. Among the 9 most similar advisory firms, Tiberius Asset Management Ag has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $150 million for 4 clients. 100% of the firm’s clients are foreign persons or businesses.
Tiberius Asset Management Ag doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tiberius Asset Management Ag performs its advisory services is located at Dorfstrasse 13, Baar, 6340, 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 41 56 000 81 or by fax +41 41 56 000 82. The normal business hours are 09.00-17.00 on Monday - Friday. You can find more information about the New York firm at tiberiusgroup.com.