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Erik Luis Halvorssen villegas

Investment adviser representative at Klosters Capital
12 yearsExperience
1 stateRegistered in
$495.6MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Klosters Capital LLCOct 2019 to now
  2. Harbor Ithaka Wm, LLCDec 2016 to Sep 2019
  3. Cgis Advisors LLCJun 2014 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013
  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 1 state (FL).

Klosters Capital

Legal name: Klosters Capital LLC

$495.6MAssets managed
49Clients
4Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4430291
Firm CRD
285582
Advisor's SEC record (opens in a new tab)
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