Lodh Private Equity Ag (Zurich)

Lodh Private Equity Ag is a large advisory firm based in Zurich. It manages $1.81 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005.

Lodh Private Equity Ag provides portfolio management for pooled investment vehicles and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lodh Private Equity Ag: assets under management

The assets under management (AUM) of Lodh Private Equity Ag is $1.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 355% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $225.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lodh Private Equity Ag for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lodh Private Equity Ag

Bernard Marcel Droux has been acting as President since 1 Dec 2007. Ellen Louise Lederman joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barthelemy Laurent Rene Helg	Chairman of the board	1 Sep 2005	Other	4565314
Lodh Participations Sa	Owner	1 Sep 2005	75% - 100%	foreign
Luc Defferrard	Member of the board	1 Sep 2005	Other	5060106
Christopher Boedtker	Chief executive officer/board member	1 Sep 2005	Other	5060109
Yvonne Stillhart	Managing director	1 Sep 2005	Other	5060110
Thomas Frei	Managing director	1 Sep 2005	Other	5060113
Mark Zund	Managing director	1 Sep 2005	Other	5060114
Gregory Michael Balitsos	Chief compliance officer	1 Oct 2005	Other	2838001
Bernard Marcel Droux	Director	1 Dec 2007	Other	1344766
Ellen Louise Lederman	Chief financial officer	1 Dec 2008	Other	1541169

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lodh Holding Sa	Owner	1 Sep 2005	75% - 100%	foreign
Lombard Odier Darier Hentsch & Cie	Owner	1 Sep 2005	75% - 100%	foreign

Based in Zurich

The principal office where Lodh Private Equity Ag performs its advisory services is located at Sihlstrasse 20, Zurich, 8021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 41 44 214 1380 or by fax 41 44 214 1350. The normal business hours are 9 am to 5 pm on Monday - Friday.