Swiss Select Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $128M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bodensee 2020, Llc | Other Private Fund | Delaware | $96.9M | 1 |
| Swiss Select Global Equity Fund, Ltd master | Hedge Fund | Cayman Islands | $31.2M | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bolt, Marvin, Vance | Managing Member | Oct 2009 (17y) | 75% or more | |
| Baldermann, Michael, Scott | Chief Compliance Officer | Feb 2020 (7y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $128M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bodensee 2020, Llc | Other Private Fund | $96.9M | $0 | 1 |
| Swiss Select Global Equity Fund, Ltd | Hedge Fund | $31.2M | $500K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 607 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Reported custodians
- Bank Vontobel Ag $123M (68% of AUM) Jun 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗