Investment adviser · CRD 300277
BERGER VAN BERCHEM & CIE SA
Investment adviser filing (IA)
GENEVA, Switzerland · Form ADV filed May 15, 2019
- Regulatory AUM
- $1.16B Form ADV · Item 5.F
- Client accounts
- 397 Accounts, not individual clients
- Employees
- 26 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 167 | $897,440,400 | 77.4% |
| Pooled investment vehicles | 2 | $82,504,425 | 7.1% |
| Individuals | 212 | $77,773,354 | 6.7% |
| Charities | 15 | $51,692,220 | 4.5% |
| Retirement plans | Fewer than 5 | $50,000,000 | 4.3% |
Filing source
Form ADV 1322424 · May 15, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2019. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
26 RUE DE LA CORRATERIEGENEVA, 1204, Switzerland
CRD 300277
Filing source
Form ADV 1322424 · May 15, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.