# Avalor Investment AG

> 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.

- CRD: 283227
- Filed as: AVALOR INVESTMENT AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283227
- AdvisorCensus page: https://advisorcensus.com/firm/avalor-investment-ag-zurich-283227

## Quick answers

**How is Avalor Investment AG compensated?**
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).

**How much does Avalor Investment AG charge?**
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.

**Where is Avalor Investment AG located?**
Avalor Investment AG's principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Avalor Investment AG registered with the SEC or a state?**
Avalor Investment AG is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283227.

**How much does Avalor Investment AG manage?**
Avalor Investment AG reports $2,244,937,195 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (89% discretionary).

**How have Avalor Investment AG's assets and staff changed since 2021?**
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.

**What types of clients does Avalor Investment AG serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (522).

**Which custodians does Avalor Investment AG use?**
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.

**Does Avalor Investment AG report any disciplinary disclosures?**
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

**Does Avalor Investment AG state an account minimum?**
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."

**What changed in Avalor Investment AG's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,822,293,770 to $2,244,937,195 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000

> Generally, Avalor Ltd seeks client relationships with a minimum of $1,000,000 of AUM.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius BAR
- Credit Suisse
- UBS AG

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,244,937,195
- Discretionary: $2,001,791,811
- Non-discretionary: $243,145,384

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 522 | $2,244,937,195 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 20 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [avalor.ch](https://avalor.ch)
- LinkedIn @avalor-investment-ag

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,958,262,700 | 18 | March 31, 2021 |
| October 2022 | $2,176,848,345 | 19 | June 30, 2022 |
| October 2023 | $2,072,429,276 | 21 | March 9, 2023 |
| October 2024 | $1,913,583,571 | 21 | February 13, 2024 |
| October 2025 | $1,822,293,770 | 20 | February 24, 2025 |
| October 2026 | $2,244,937,195 | 20 | February 5, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,822,293,770 to $2,244,937,195 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avalor Investment AG (CRD 283227): Form ADV filing data as of October 2026.