Investment adviser · CRD 148721

SWISSPARTNERS ADVISORS

Investment adviser filing (IA)

SWISSPARTNERS ADVISORS AG

ZURICH, Switzerland · Form ADV filed Mar 26, 2026

Regulatory AUM
$892M
Form ADV · Item 5.F
Client accounts
114
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
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
Individuals41$303,714,70534.1%
High-net-worth individuals32$209,436,78323.5%
Corporations & businesses17$198,687,91522.3%
Insurance companiesFewer than 5$179,955,36920.2%
Filing source

Form ADV 2075968 · Mar 26, 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: Mar 26, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

AM SCHANZENGRABEN 23
ZURICH, 8002, Switzerland

CRD 148721

Filing source

Form ADV 2075968 · Mar 26, 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.