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MARCUARD FAMILY OFFICE LTD
CRD 155003File 801-71914
APPROVED
Retail clients
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.66B
Top 10% of cohort (national)
Discretionary AUM
$4.10B
Non-discretionary $4.56B
Clients
139
380 accounts
Employees
36
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Oct 22, 2010
- Principal office
- BELLERIVESTRASSE 36, ZURICH, 8008
- Phone
- 41 (43) 344 60 00
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.66B
- Discretionary AUM
- $4.10B
- Non-discretionary AUM
- $4.56B
- Discretionary accounts
- 155
- Non-discretionary accounts
- 225
- Total accounts
- 380
- AUM per client
- $62.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 53 | $3.10B |
| Insurance companies | 2 | $7.5M |
| Charitable organizations | 6 | $31.1M |
| High net worth individuals | 65 | $5.51B |
| Pooled investment vehicles | 1 | $3.2M |
| Individuals (other than high net worth individuals) | 12 | $2.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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.