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SWISSPARTNERS ADVISORS
Legal name: SWISSPARTNERS ADVISORS AG
CRD 148721File 801-69940
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$891.8M
Above cohort median (national)
Discretionary AUM
$891.8M
Clients
90
114 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 26, 2009
- Principal office
- AM SCHANZENGRABEN 23, ZURICH, 8002
- Phone
- 41 58 200 0 800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $891.8M
- Discretionary AUM
- $891.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 114
- Non-discretionary accounts
- 0
- Total accounts
- 114
- AUM per client
- $9.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $198.7M |
| Insurance companies | Fewer than 5 | $180.0M |
| High net worth individuals | 32 | $209.4M |
| Individuals (other than high net worth individuals) | 41 | $303.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SETUP FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.