Investment adviser · CRD 149431

KAISER PARTNER FINANCIAL ADVISORS LTD.

Investment adviser filing (IA)

ZURICH, Switzerland · Form ADV filed Apr 28, 2026

Regulatory AUM
$1.76B
Form ADV · Item 5.F
Client accounts
304
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businesses73$1,287,669,08173.0%
High-net-worth individuals111$445,996,11625.3%
Individuals31$13,859,2970.8%
CharitiesFewer than 5$8,628,6430.5%
Insurance companiesFewer than 5$8,619,6420.5%
Filing source

Form ADV 2093876 · Apr 28, 2026 · 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 funds

The 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: Apr 28, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

16 FREIGUTSTRASSE
ZURICH, 8002, Switzerland

CRD 149431

Filing source

Form ADV 2093876 · Apr 28, 2026 · 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.