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MARCUARD FAMILY OFFICE LTD
CRD 155003File 801-71914
APPROVED
Retail clients
Filing as of Jul 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 36 | decreased by2 |
| Apr 1, 2026 | Clients | 137 | 139 | increased by2 |
| Apr 1, 2026 | AUM | $6,827,827,657 | $8,661,817,914 | increased by$1,833,990,257 |
| Apr 1, 2026 | Accounts | 378 | 380 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 38 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 138 | 137 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,308,329,500 | $6,827,827,657 | increased by$1,519,498,157 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 356 | 378 | increased by22 |
| Apr 1, 2022 | Clients | 122 | 138 | increased by16 |
| Apr 1, 2022 | AUM | $5,027,497,457 | $5,308,329,500 | increased by$280,832,043 |
| Apr 1, 2022 | Accounts | 296 | 356 | increased by60 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARCUARD FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARCUARD FAMILY” may also match similarly-named firms). Confirm identity against each filing.
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.