Cura & Senectus Investment Ag
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 15
- Avg AUM / client
- $9.7M
- Accounts
- 20
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $4.0M | 2.71% |
| Pooled investment vehicles (non-investment companies) | 15 | $142M | 97.3% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gitz, Markus | Shareholder | May 2011 (15y) | ≈ 6.25% – 25% via Emerging Market Partners Holding Ag | |
| Zulliger, Roger, Xaver | Shareholder | May 2011 (15y) | ≈ 12.5% – 37.5% via Emerging Market Partners Holding Ag | |
| Kling, Detlef | Board Of Directors | Jul 2015 (11y) | Less than 5% | |
| Roethlisberger, Martin | Cfo | Jul 2015 (11y) | 25% – 50% | |
| Babelek Van Zanten, Joanna, Krystyna | Shareholder | Jan 2017 (10y) | ≈ 12.5% – 37.5% via Hedgepole Holding Ag | |
| Van Zanten, Michel, Nicolaas Daniel | Chief Compliance Officer / Ceo | Jan 2017 (10y) | ≈ 12.5% – 37.5% via Hedgepole Holding Ag |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hedgepole Holding Ag | Holding Company | Jan 2017 | A | 25% – 50% |
| Emerging Market Partners Holding Ag | Holding Company | May 2011 | A | 25% – 50% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gitz, Markus: 25% – 50% of Emerging Market Partners Holding Ag × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Zulliger, Roger, Xaver: 50% – 75% of Emerging Market Partners Holding Ag × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Babelek Van Zanten, Joanna, Krystyna: 50% – 75% of Hedgepole Holding Ag × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Van Zanten, Michel, Nicolaas Daniel: 50% – 75% of Hedgepole Holding Ag × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: LATE NOTICE ON LAUNCH OF NEW FUND Status: Final Sanction Detail: SANCTION AUTOMATICALLY RESOLVES UPON FILING STATEMENTS, NOTICES AND/OR LETTERS Summary: NOTICE FILED AND PENALTY PAID.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗