Investment adviser · CRD 156928

WHVP

Investment adviser filing (IA)

WEBER HARTMANN VRIJHOF & PARTNERS LTD.

ZURICH, Switzerland · Form ADV filed Mar 30, 2026

Regulatory AUM: $235M
Client accounts: 130
Employees: 6
Advisory professionals: 4

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	33	$170,001,559	72.3%
Individuals	96	$64,066,847	27.2%
Insurance companies	Fewer than 5	$1,127,511	0.5%

Filing source

Form ADV 2086648 · Mar 30, 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.

SWISS STRATEGY PORTFOLIOOther Private Fund · Last reported Mar 6, 2013$44MGross asset value

Fund administrator IFM INDEPENDENT FUND MANAGEMENT AG VADUZ, Liechtenstein Investor statements: No (provided to no investors) Related to adviser: No

Auditor ERNST & YOUNG AG BERN, Switzerland

Custodian NEUE BANK AG VADUZ, Liechtenstein Related to adviser: No

Prime broker NEUE BANK AG VADUZ, Liechtenstein

Provider details

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

Fund details & source

Fund ID: 805-3844212348
Reported beneficial owners: 2
Minimum commitment: $100K

Form ADV 700972 · Mar 6, 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: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

BAHNHOFSTRASSE 73
ZURICH, 8001, Switzerland

CRD 156928

Filing source

Form ADV 2086648 · Mar 30, 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.