{
  "crd_number": 283227,
  "slug": "avalor-investment-ag-zurich-283227",
  "primary_business_name": "AVALOR INVESTMENT AG",
  "legal_name": "AVALOR INVESTMENT AG",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-04-19",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-02-05",
  "carried_forward": false,
  "raum_total": 2244937195.0,
  "raum_discretionary": 2001791811.0,
  "raum_non_discretionary": 243145384.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 20,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2244937195.0,
      "count": 522
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NH"
  ],
  "websites": [
    "https://avalor.ch",
    "https://ch.linkedin.com/company/avalor-investment-ag"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283227",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/avalor-investment-ag-zurich-283227",
  "display_name": "Avalor Investment AG",
  "summary": "Avalor Investment AG is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.",
  "citation": "AdvisorCensus. Avalor Investment AG (CRD 283227): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Avalor Investment AG compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avalor Investment AG reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Avalor Investment AG charge?",
      "a": "Its Form ADV Part 2A brochure dated February 5, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Avalor Investment AG located?",
      "a": "Avalor Investment AG's principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Avalor Investment AG registered with the SEC or a state?",
      "a": "Avalor Investment AG is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283227."
    },
    {
      "q": "How much does Avalor Investment AG manage?",
      "a": "Avalor Investment AG reports $2,244,937,195 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (89% discretionary)."
    },
    {
      "q": "How have Avalor Investment AG's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Avalor Investment AG: Regulatory assets under management: $1,958,262,700 in the October 2021 data and $2,244,937,195 in the October 2026 data, up 15%. Total employees: 18 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Avalor Investment AG serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (522)."
    },
    {
      "q": "Which custodians does Avalor Investment AG use?",
      "a": "Avalor Investment AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius BAR, Credit Suisse and UBS AG as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Avalor Investment AG report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283227"
    },
    {
      "q": "Does Avalor Investment AG state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 5, 2026 says: \"Generally, Avalor Ltd seeks client relationships with a minimum of $1,000,000 of AUM.\""
    },
    {
      "q": "What changed in Avalor Investment AG's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $1,822,293,770 to $2,244,937,195 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1958262700.0,
      "total_employees": 18,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2176848345.0,
      "total_employees": 19,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2072429276.0,
      "total_employees": 21,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1913583571.0,
      "total_employees": 21,
      "filing_date": "2024-02-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1822293770.0,
      "total_employees": 20,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2244937195.0,
      "total_employees": 20,
      "filing_date": "2026-02-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $1,822,293,770 to $2,244,937,195 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.75% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fees for discretionary portfolio management services range from 0. 75% to 1.25% of A UM, depending on the size and complexity of the mandate."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "Generally, Avalor Ltd seeks client relationships with a minimum of $1,000,000 of AUM."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.75,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The annual fees for discretionary portfolio management services range from 0. 75% to 1.25% of A UM, depending on the size and complexity of the mandate.",
      "Generally, Avalor Ltd seeks client relationships with a minimum of $1,000,000 of AUM."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank Julius BAR",
      "name_as_filed": "BANK JULIUS BAR",
      "affiliated": false
    },
    {
      "name": "Credit Suisse",
      "name_as_filed": "CREDIT SUISSE",
      "affiliated": false
    },
    {
      "name": "UBS AG",
      "name_as_filed": "UBS AG",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/avalor-investment-ag-zurich-283227.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 522,
      "fewer_than_5": false,
      "raum": 2244937195.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283227",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}