Swiss Finance Private Wealth Management

Asset Manager SEC-registered adviser

Legal name: Swiss Finance Private Wealth Management LLC

Southbury, CT Website

AUM

$101.2M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

—

Employees

7

Last Form D raise

—

From SEC Form ADV filing (filed Jul 20, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

S
Sanjay Gupta
Managing Member / Chief Investment Officer / Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Swiss Finance Fund LLCHedge Fund————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
342936
SEC file number
801-137018

Sources