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KAISER PARTNER FINANCIAL ADVISORS LTD.
CRD 149431File 801-70234
APPROVED
Retail clients
Custody
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.76B
Top 25% of cohort (national)
Discretionary AUM
$326.9M
Non-discretionary $1.44B
Clients
215
304 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 27, 2009
- Principal office
- 16 FREIGUTSTRASSE, ZÜRICH, 8002
- Phone
- +41 44 752 51 52
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.76B
- Discretionary AUM
- $326.9M
- Non-discretionary AUM
- $1.44B
- Discretionary accounts
- 140
- Non-discretionary accounts
- 164
- Total accounts
- 304
- AUM per client
- $8.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 73 | $1.29B |
| Insurance companies | Fewer than 5 | $8.6M |
| Charitable organizations | Fewer than 5 | $8.6M |
| High net worth individuals | 111 | $446.0M |
| Individuals (other than high net worth individuals) | 31 | $13.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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.