← Directory
AVALOR INVESTMENT AG
CRD 283227File 801-107717
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.24B
Top 25% of cohort (national)
Discretionary AUM
$2.00B
Non-discretionary $243.1M
Clients
522
522 accounts
Employees
20
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Apr 19, 2016
- Principal office
- LOEWENSTRASSE 3, ZURICH, 8001
- Phone
- 41 (0)43 443 8383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.24B
- Discretionary AUM
- $2.00B
- Non-discretionary AUM
- $243.1M
- Discretionary accounts
- 454
- Non-discretionary accounts
- 68
- Total accounts
- 522
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 522 | $2.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.