Cura & Senectus Investment Ag (Vaduz, Vaduz)

Name: Cura & Senectus Investment Ag
Address: Hintergass 19, Vaduz, Vaduz, Fl9490
Telephone: +423-384-3600

Cura & Senectus Investment Ag is a mid-sized advisory firm based in Vaduz, Vaduz. It manages $37.77 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018.

Cura & Senectus Investment 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.

Cura & Senectus Investment Ag: assets under management

The assets under management (AUM) of Cura & Senectus Investment Ag is $37.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and $37.77 million of the total AUM is attributable to clients outside of the United States.

The firm manages $37.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cura & Senectus Investment Ag for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cura & Senectus Investment Ag serves?

The only and largest group of clients of Cura & Senectus Investment Ag is pooled investment vehicles with 5 clients and $37.77 million of assets under management. Among the 0 most similar advisory firms, Cura & Senectus Investment Ag has the 0th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $37.77 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.

Cura & Senectus Investment Ag doesn't advise any private funds.

Careers at Cura & Senectus Investment Ag

The company employs 5 people that are either part- or full-time employees. 80 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Emerging Market Partners Holding Ag	Holding company	1 May 2011	Other	foreign
Ciss Holding B.V.	Holding company	1 Jan 2015	25% - 50%	foreign
Martin Roethlisberger	Cfo	1 Jul 2016	Other	6925257
Detlef Kling	Board of directors	1 Jul 2016	Other	6926430
Karl Winzeler	Board of directors	1 Jul 2016	Other	6930992
Hedgepole Holding Ag	Holding company	1 Jan 2017	Other	foreign
Michel Nicolaas Daniel Van Zanten	Chief compliance officer / ceo	1 Jan 2017	Other	6925249

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Franciscus Marcellus Gerardus Blommestijn	Shareholder	1 Mar 2002	75% - 100%	6925311
Bastiaan Bernardus Dijkman	Shareholder	1 Sep 2008	75% - 100%	6925300
Roger Xaver Zulliger	Shareholder	1 May 2011	50% - 75%	6925328
Markus Gitz	Shareholder	1 May 2011	25% - 50%	6925339
Bicknell Beheer B.V.	Shareholder	1 Jan 2015	25% - 50%	foreign
Blomzone B.V.	Shareholder	1 Jan 2015	25% - 50%	foreign
Joanna Krystyna Babelek Van Zanten	Shareholder	1 Jan 2017	50% - 75%	6931277

Based in Vaduz, Vaduz

The principal office where Cura & Senectus Investment Ag performs its advisory services is located at Hintergass 19, Vaduz, Vaduz, Fl9490, 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 +423-384-3600 or by fax +423-233 4708. The normal business hours are 9.30 - 17.30 on Monday - Friday. You can find more information about the New York firm at c-s-investment.li.