Act Currency Partner Ag (Zurich)

Name: Act Currency Partner Ag
Address: Niederdorfstrasse 88, Zurich, 8001
Telephone: +414-3499- 0640

Act Currency Partner Ag is an adviser based in Zurich. It manages $23.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.

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

Act Currency Partner Ag: assets under management

The assets under management (AUM) of Act Currency Partner Ag is $23.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Act Currency Partner Ag for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Act Currency Partner Ag

Kenneth M Stenberg has served as the Chief Investment Officer since 1 Feb 2004. Andreas Martin Benz joined the executive team most recently as the Member Of The Board Of Directors.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Felix Ludwig Adam	Direct owner/executive officer/chief compliance officer	1 Jan 1992	75% - 100%	5143258
Felix L Adam	Direct owner/executive officer/chief compliance officer	1 Jan 1992	50% - 75%	5143258
Kenneth M Stenberg	Direct owner/chief investment officer	1 Feb 2004	25% - 50%	5143259
Kenneth Michael Stenberg	Direct owner/chief investment officer	1 Feb 2004	25% - 50%	5143259
Oliver Guedemann	Cro	1 Aug 2006	Other	6183452
Bernard Pierre Schiess	Director of the board	1 Mar 2011	Other	6183456
Andreas Martin Benz	Member of the board of directors	1 Jul 2013	Other	6472244

Based in Zurich

The principal office where Act Currency Partner Ag performs its advisory services is located at Niederdorfstrasse 88, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +414-3499- 0640 or by fax +41 43 499-0641. The normal business hours are 8am - 6pm (gmt+1) on Monday - Friday. You can find more information about the New York firm at act-currency.ch.