SWISS SELECT ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
151914
Registered since
January 20, 2023

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MARVIN BOLT

    Managing Partner and Chief Executive OfficerCRD 3080659

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth