Sanostro Ag (Zurich)


Sanostro Ag is an adviser based in Zurich. It manages $48.45 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

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Sanostro Ag provides risk management services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sanostro Ag: assets under management

The assets under management (AUM) of Sanostro Ag is $48.45 million. $29.3 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in other assets the most. They account for 44% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 32% of the firm’s portfolio. Investments in investment and business development companies form 22% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sanostro Ag for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Sanostro Ag serves?

The firm provides services to other investment advisers and state or municipal government entities. The largest group of clients of Sanostro Ag is other investment advisers with 2 clients and $29.3 million of assets under management. Among the 2 most similar advisory firms, Sanostro Ag has the highest percentage of other investment advisers out of all clients.


The amount of regulatory assets under management is $48.45 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Sanostro Ag doesn't advise any private funds.

Careers at Sanostro Ag

The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 10 people 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
Sanostro Holding Ag Shareholder 1 Sep 2013 75% - 100% che.133.812.206
Johannes Friedolin Wetscher Partner & chief compliance officer 1 Jul 2014 Other 6870249

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Wolfgang Nmn Batt Ceo 1 Sep 2013 25% - 50% 6870241
Gofefroy Nmn Schrago Coo 1 Sep 2013 Other 6870245
Fivet Capital Holding Ag Partner 1 Sep 2013 75% - 100% che-113.070.200
Johannes Minho Roth Partner 1 Sep 2013 50% - 75% 6870255
Vincent Paul Couson Partner 1 Jul 2014 Other 6870247

Based in Zurich

The principal office where Sanostro Ag performs its advisory services is located at Allmendstrasse 140, Zurich, 8041, 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 +41445158710 or by fax N/A. The normal business hours are 8:00 am-5:00 pm cet on Monday - Friday. You can find more information about the New York firm at sanostro.com.