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AVALOR INVESTMENT AG
CRD 283227File 801-107717
APPROVED
Retail clients
Filing as of Feb 5, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.AVALOR.CH
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 511 | 522 | increased by11 |
| Mar 1, 2026 | AUM | $1,822,293,770 | $2,244,937,195 | increased by$422,643,425 |
| Mar 1, 2026 | Accounts | 511 | 522 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 20 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 473 | 511 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,176,848,345 | $1,822,293,770 | decreased by$354,554,575 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 473 | 511 | increased by38 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 530 | 473 | decreased by57 |
| Apr 1, 2022 | AUM | $1,958,262,700 | $2,176,848,345 | increased by$218,585,645 |
| Apr 1, 2022 | Accounts | 530 | 473 | decreased by57 |
| 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 “AVALOR INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVALOR INVESTMENT” 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.