AdvisorCensus / Financial advisors / Bellecapital International
Bellecapital International
Filed as BELLECAPITAL INTERNATIONAL · Legal name Bellecapital International AG
Bellecapital International is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Bellecapital International compensated?
On its Form ADV (Item 5.E, October 2026), Bellecapital International reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Bellecapital International located?
Bellecapital International's principal office is in Zurich, Switzerland, according to its Form ADV.
Is Bellecapital International registered with the SEC or a state?
Bellecapital International is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158348.
How much does Bellecapital International manage?
Bellecapital International reports $1,960,886,210 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (91% discretionary).
How have Bellecapital International's assets and staff changed since 2021?
In the Form ADV data for Bellecapital International: Regulatory assets under management: $1,087,011,338 in the October 2021 data and $1,960,886,210 in the October 2026 data, up 80%. Total employees: 11 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bellecapital International serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (112); other (83); corporations or other businesses not listed above (48).
Which custodians does Bellecapital International use?
Bellecapital International's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co. AG, Banque Pictet ET CIE. S.A., Northern Trust and Rahn + Bodmer Co. as custodians holding 10% or more of its separately managed account assets.
Does Bellecapital International 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/158348
Does Bellecapital International state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Generally, Bellecapital prefers its client relationships to have a minimum of $5,000,000 of assets under management."
What changed in Bellecapital International's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,755,715,712 to $1,960,886,210 (+12%). Registered or notice-filed in MA. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $5,000,000
The brochure's wording
Generally, Bellecapital prefers its client relationships to have a minimum of $5,000,000 of assets under management.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,960,886,210 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Legal name
- Bellecapital International AG
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 18. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,960,886,210 | 18 | March 25, 2026 |
| October 2025 | $1,755,715,712 | 18 | July 16, 2025 |
| October 2024 | $1,596,915,605 | 15 | March 21, 2024 |
| October 2023 | $1,248,775,837 | 13 | March 28, 2023 |
| October 2022 | $1,220,058,759 | 11 | March 17, 2022 |
| October 2021 | $1,087,011,338 | 11 | March 30, 2021 |
Regulatory assets under management: $1,087,011,338 in the October 2021 data and $1,960,886,210 in the October 2026 data, up 80%.
Total employees: 11 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,755,715,712 to $1,960,886,210 (+12%).
- Registered or notice-filed in MA.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bellecapital International (CRD 158348): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bellecapital-international-zurich-158348