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15 Etzelstrasse, Wollerau CH8832 • Switzerland
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aquila Finvision Ag | Wollerau | 06/2013 | Present | |
| Rubin Overseas Ltd | Zurich | 12/2018 | 03/2024 | |
| Strategic Swiss Advisors Ag | Wollerau | 02/2024 | Present |
Name of other business: Kendis Trustees (USA) LLC as Trustee of the Mezquite Trust; Investment-related business? No; Address of other business: 212 S. Main Avenue, Suite 139, Sioux Falls 57104, South Dakota, USA; Nature of other business: Trust; Position: Member of the Audit Committee (without compensation); Title, or relationship with the other business: Member of the Audit Committee for a Client (following the Protector Commitee's express wish); Start date of the relationship: 10.12.2018; Approximate number of hours and number of hours during securities trading hours: 2 hours per year; Brief description of duties relating to the other business: Authorizing the moment in time when a distribution should be made to a beneficiary after a distribution is approved by the trustee. Name of other business: Aquila Finvision AG; Investment-related business? Yes; Address of other business: 15 ETZELSTRASSE, WOLLERAU, CHE, CH8832; Nature of other business: Investment Adviser; Position: Shareholder, CEO; Title, or relationship with the other business: Shareholder, CEO; Start date of the relationship: 01.06.2013; Approximate number of hours and number of hours during securities trading hours: 6 hours per day; Brief description of duties relating to the other business: Portfolio management and advisory to non-U.S. clients
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