Cepinvest Sa (Roveredo)

Name: Cepinvest Sa
Address: Al Mott 111, Roveredo, Ch 6535
Telephone: +41-91-600-2060

Cepinvest Sa is an adviser based in Roveredo. It manages $1.45 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001.

Cepinvest provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cepinvest: assets under management

The assets under management (AUM) of Cepinvest Sa is $1.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cepinvest Sa 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 Cepinvest Sa

Cepinvest Sa is owned by Giorgio Ronchi. Heinz Schlumpf joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Giorgio Ronchi	Owner	1 Mar 1998	Other	4362291
Aldo Torriani	Board member	1 Mar 1998	Other	4362283
Heinz Schlumpf	Ceo	1 Mar 1998	Other	4361543
Francesco Ballabio	Chairman of board	1 Apr 1998	Other	4361571
Heinz Schlumpf	Principal	1 Apr 1998	25% - 50%	4361543
Aldo Torriani	Board member	1 Apr 1998	Other	4362283
Franco Eredi Ballabio	Owner	1 Apr 1998	Other	4361571
Giorgio Ronchi	Beneficial owner	1 Jan 1999	Other	4362291
Anna Schlumpf	Account manager	1 Jan 2001	Other	4363396
Anna Schlumpf	Owner	1 Dec 2002	Other	4363396
Heinz Schlumpf	Chief compliance officer	1 Mar 2005	Other	4361543

Based in Roveredo

The principal office where Cepinvest Sa performs its advisory services is located at Al Mott 111, Roveredo, Ch 6535, 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 +41-91-600-2060 or by fax +41-91-600-2063. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at cepinvest.com.