{
  "crd_number": 288814,
  "slug": "bvb-and-partners-s-a-geneva-288814",
  "primary_business_name": "BVB AND PARTNERS S.A.",
  "legal_name": "BVB AND PARTNERS S.A.",
  "dbas": [],
  "city": "Geneva",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-05",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 1537686.0,
  "raum_discretionary": 1537686.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1537686.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://bvbandpartners.ch"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288814",
  "city_as_filed": "GENEVA",
  "url": "https://advisorcensus.com/firm/bvb-and-partners-s-a-geneva-288814",
  "display_name": "BVB and Partners S.A.",
  "summary": "BVB and Partners S.A. is an SEC-registered investment advisory firm in Geneva, Switzerland, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. BVB and Partners S.A. (CRD 288814): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is BVB and Partners S.A. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BVB and Partners S.A. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is BVB and Partners S.A. located?",
      "a": "BVB and Partners S.A.'s principal office is in Geneva, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is BVB and Partners S.A. registered with the SEC or a state?",
      "a": "BVB and Partners S.A. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288814."
    },
    {
      "q": "How much does BVB and Partners S.A. manage?",
      "a": "BVB and Partners S.A. reports $1,537,686 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have BVB and Partners S.A.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for BVB and Partners S.A.: Regulatory assets under management: $32,002,525 in the October 2021 data and $1,537,686 in the October 2026 data, down 95%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Which custodians does BVB and Partners S.A. use?",
      "a": "BVB and Partners S.A.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel and EFG Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does BVB and Partners S.A. 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/288814"
    },
    {
      "q": "Does BVB and Partners S.A. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 24, 2026 says: \"The minimum account size is CHF 1,000,000. However, we reserve the right to accept smaller accounts based on a Client’s circumstances.\""
    },
    {
      "q": "What changed in BVB and Partners S.A.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 32002525.0,
      "total_employees": 3,
      "filing_date": "2021-03-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 48898559.0,
      "total_employees": 3,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 60000000.0,
      "total_employees": 2,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 700000.0,
      "total_employees": 1,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1537686.0,
      "total_employees": 2,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $700,000 to $1,537,686 (+120%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$15,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "The minimum account size is CHF 1,000,000.  However, we reserve the right to accept smaller accounts based on a Client’s circumstances."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $15,000"
        ],
        "quotes": [
          "Minimum Annual Fee 15,000 CHF"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": 15000.0,
      "planning": []
    },
    "quotes": [
      "The minimum account size is CHF 1,000,000.  However, we reserve the right to accept smaller accounts based on a Client’s circumstances.",
      "Minimum Annual Fee 15,000 CHF"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank Vontobel",
      "name_as_filed": "BANK VONTOBEL",
      "affiliated": false
    },
    {
      "name": "EFG Bank",
      "name_as_filed": "EFG BANK",
      "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/bvb-and-partners-s-a-geneva-288814.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 1537686.0
    }
  ],
  "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/288814",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}