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CAPITALIA (SUISSE)

GENEVA, Switzerland · CRD 164222 · IAPD ↗ · +4122 810 2614

$750.0MRegulatory AUM
1Advisory reps
6Employees
300Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

38
March 2026 — CAPITALIA (SUISSE) reported RAUM up 50% ($500.0M -> $750.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.