SWISS SELECT ADVISORS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 151914
- Registered since
- January 20, 2023
Firm profile
FINTRXOverview
Swiss Select Advisors, LLC is a small, commodity-focused advisory business that registered with the SEC in 2023 and operates as a commodity pool operator/commodity trading advisor. The firm is organized as a limited liability company under individual ownership and appears to structure client exposure predominantly through pooled vehicles rather than a broad retail advisory roster. Investment activity centers on commodity-linked strategies and credit exposures, with discretionary trading authority across the assets it manages. The adviser is not flagged as an active ESG investor and does not maintain a multi-state advisory footprint. Given the CPO/CTA designation and the firm’s fund mix, portfolio construction likely emphasizes liquid, tradeable instruments—futures, options and swaps—combined with corporate credit positions where appropriate. Manager allocation interest would be toward commodity managers and credit strategies that complement macro or systematic trading approaches rather than a diversified retail advisory mix.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARVIN BOLT
Managing Partner and Chief Executive OfficerCRD 3080659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2 Turtle Creek Bnd
- Time zone
- CT (UTC-6)
- Office locations
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