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BELLECAPITAL INTERNATIONAL
Legal name: BELLECAPITAL INTERNATIONAL AG
CRD 158348File 801-72584
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.96B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Non-discretionary $172.1M
Clients
208
359 accounts
Employees
18
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 11, 2011
- Principal office
- LIMMATQUAI 1, ZURICH, 8001
- Phone
- 41 44 268 11 70
- Website
- HTTP://WWW.BELLECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.96B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $172.1M
- Discretionary accounts
- 299
- Non-discretionary accounts
- 60
- Total accounts
- 359
- AUM per client
- $9.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $611.1M |
| Insurance companies | Fewer than 5 | $16.2M |
| High net worth individuals | 112 | $584.2M |
| Pooled investment vehicles | 1 | $68.0M |
| Pension and profit sharing plans | Fewer than 5 | $5.7M |
| Individuals (other than high net worth individuals) | 45 | $20.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 291 | 208 | decreased by83 |
| Apr 1, 2026 | Clients | 335 | 291 | decreased by44 |
| Apr 1, 2026 | AUM | $1,755,715,712 | $1,960,886,210 | increased by$205,170,498 |
| Apr 1, 2026 | Accounts | 335 | 359 | increased by24 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 18 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 229 | 335 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,220,058,759 | $1,755,715,712 | increased by$535,656,953 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 316 | 335 | increased by19 |
| Apr 1, 2022 | Clients | 219 | 229 | increased by10 |
| Apr 1, 2022 | AUM | $1,087,011,338 | $1,220,058,759 | increased by$133,047,421 |
| Apr 1, 2022 | Accounts | 289 | 316 | increased by27 |
| 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 “BELLECAPITAL INTERNATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BELLECAPITAL INTERNATIONAL” 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.