Investment adviser · CRD 155003

MARCUARD FAMILY OFFICE LTD

Investment adviser filing (IA)

ZURICH, Switzerland · Form ADV filed Jul 17, 2026

Regulatory AUM: $8.66B
Client accounts: 380
Employees: 36
Advisory professionals: 19

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	65	$5,514,442,526	63.7%
Corporations & businesses	53	$3,102,674,136	35.8%
Charities	6	$31,131,413	0.4%
Insurance companies	2	$7,477,607	0.1%
Pooled investment vehicles	1	$3,238,075	0.0%
Individuals	12	$2,854,157	0.0%

Filing source

Form ADV 2120292 · Jul 17, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MFO IDF I (BVI), L.P.Other Private Fund · Last reported Aug 22, 2013$34.5MGross asset value

Fund administrator BUTTERFIELD FULCRUM GROUP (CAYMAN) LIMITED C/O BUTTERFIELD FULCRUM GROUP (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS AG ZURICH, Switzerland

Custodian BUTTERFIELD FULCRUM GROUP (CAYMAN) LIMITED C/O BUTTERFIELD FULCRUM GROUP (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-9728380707
Reported beneficial owners: 1
Minimum commitment: $100K

Form ADV 753013 · Aug 22, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

BELLERIVESTRASSE 36
ZURICH, 8008, Switzerland

CRD 155003

Filing source

Form ADV 2120292 · Jul 17, 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.