HFS Helvetic Financial Services

Evidence PackPROIndependent

Real EstateSwitzerland, Switzerland

AUM

$736M

Ownership

independent

Stakeability

34 / VERY LOW

Priority

Tier 4

Employees

HFS Helvetic Financial Services is a Swiss-based investment firm focusing on real estate strategies.

SEC RegisteredFund PerformanceBDC ExposureTeam DataILS DealsRegulatory

Coverage

50%

Adaptive profile: standard

Signals present

6/12

SEC / ADVFund Performance(7)BDC Exposure(20)13F Holders(0)Team(30)ILS Deals(2)Regulatory(14)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

34 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

46047

SEC File Number

801-106859

Registration Type

Registered

Filing Date

Aug 29, 2025

Employee Count

N/A

Discretionary AUM

$7.8B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

N/A

Source: SEC IAPD