Swiss Alpha’s origins trace back to Zurich, Switzerland in 1955, where affiliated operations began as a private family office focused on capital preservation, discretion, and cross-border wealth structuring.
Our Firm
Swiss Heritage Since 1955. Headquartered in New York. Structured for Institutional Capital.
Over decades, that foundation evolved into a broader institutional capital platform serving high-net-worth families, corporate executives, and sophisticated international investors.
Today, Swiss Alpha Fund LLC represents the U.S. institutional expansion of that heritage.
Formed in Wyoming in 2021 and headquartered in New York, the firm operates as a private investment platform serving accredited investors globally.
Our Swiss Foundation – Zurich, 1955
In the post-war European financial era, Zurich became synonymous with disciplined banking and conservative wealth stewardship.
It was within this environment that our affiliated Swiss operations began as a small, privately managed family office dedicated to:
- Multigenerational wealth preservation
- Cross-border capital structuring
- Conservative allocation frameworks
- Discreet client relationships
The core philosophy established in 1955 remains central today:
Capital must be protected before it is grown.
Over time, affiliated operations expanded to serve prominent international families, senior corporate leaders, and government-associated individuals, maintaining a culture of discretion and long-term alignment.
Expansion Into the United States
As global capital markets increasingly centered around the United States, strategic expansion became necessary.
In 2021, Swiss Alpha Fund LLC was formally established in Wyoming as a U.S.-structured private investment vehicle.
The decision to headquarter in New York was deliberate.
New York remains the global epicenter of institutional finance — home to:
- Wall Street investment banks
- Major broker-dealers
- Institutional trading desks
- Structured product markets
- Alternative investment platforms
Our New York presence allows us to engage directly with U.S. investment firms, brokerage institutions, structured product providers, and capital markets infrastructure that form the backbone of global financial markets.
Positioning our headquarters in New York reinforces:
- Proximity to institutional counterparties
- Access to capital markets liquidity
- Structured brokerage relationships
- Institutional oversight standards
Regulatory Framework & U.S. Legal Structure
Swiss Alpha Fund LLC operates within established U.S. securities law frameworks.
The firm:
- Is structured as a Wyoming Limited Liability Company
- Filed Form D with the U.S. Securities and Exchange Commission in connection with its private offering
- Conducts private offerings pursuant to Regulation D of the Securities Act of 1933
- Limits participation to accredited investors in accordance with Rule 501 under Regulation D
Our compliance protocols incorporate:
- Know Your Customer (KYC) procedures
- Anti-Money Laundering (AML) screening
- Structured subscription documentation
- Investor eligibility verification
These frameworks are designed to align with U.S. federal securities law standards and institutional best practices.
Who We Serve
Our client base primarily consists of:
- High-Net-Worth Individuals
- Family Offices
- Corporate Treasury Divisions
- Private Capital Groups
- International Sophisticated Investors
Minimum commitment for participation in our private fund structure is $1,000,000 USD
We focus on capital allocators seeking structured exposure to diversified investment strategies within a disciplined risk framework.
Our Investment Mandate
Swiss Alpha Fund LLC specializes in:
- Pooled fund allocations
- Income-oriented mandates targeting 7%–12% annualized returns (strategy dependent)
- Institutional risk management frameworks
- Diversified capital deployment
- Corporate capital structuring
Beginning January 2026, we expanded our offering capabilities to include brokered Certificates of Deposit through established brokerage channels, providing fixed-income alternatives with lower capital entry thresholds.
Institutional Culture
Swiss Alpha combines:
- Swiss tradition of discretion
- New York institutional access
- Wyoming corporate structuring
- U.S. securities law compliance
Our culture prioritizes:
- Long-term relationships over short-term transactions
- Structured governance over speculation
- Capital preservation before yield enhancement
- Transparency in investor communication
A Cross-Border Investment Platform
With:
- Swiss heritage dating to 1955
- U.S. formation in 2021
- Headquartered in New York
- Structured under U.S. securities law
Swiss Alpha operates as a modern cross-border private investment platform designed for sophisticated capital.
Our Commitment to Investors
We recognize that our clients — whether family offices, corporate entities, or private investors — demand:
- Regulatory clarity
- Institutional discipline
- Capital security
- Professional governance
- Confidentiality
Swiss Alpha Fund LLC was structured to meet those expectations.
From Zurich to New York, our mission remains consistent