# BVB and Partners S.A.

> 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.

- CRD: 288814
- Filed as: BVB AND PARTNERS S.A.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Geneva, Switzerland
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288814
- AdvisorCensus page: https://advisorcensus.com/firm/bvb-and-partners-s-a-geneva-288814

## Quick answers

**How is BVB and Partners S.A. compensated?**
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.

**Where is BVB and Partners S.A. located?**
BVB and Partners S.A.'s principal office is in Geneva, Switzerland, according to its Form ADV.

**Is BVB and Partners S.A. registered with the SEC or a state?**
BVB and Partners S.A. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288814.

**How much does BVB and Partners S.A. manage?**
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).

**How have BVB and Partners S.A.'s assets and staff changed since 2021?**
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.

**Which custodians does BVB and Partners S.A. use?**
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.

**Does BVB and Partners S.A. 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/288814

**Does BVB and Partners S.A. state an account minimum?**
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."

**What changed in BVB and Partners S.A.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 24, 2026)

- Account minimum: $1,000,000

> 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

> Minimum Annual Fee 15,000 CHF

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

### Custodians (Schedule D, Section 5.K(3))
- Bank Vontobel
- EFG Bank

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: $1,537,686
- Discretionary: $1,537,686
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,537,686 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bvbandpartners.ch

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $32,002,525 | 3 | March 3, 2021 |
| October 2022 | $48,898,559 | 3 | March 30, 2022 |
| October 2023 | $60,000,000 | 2 | March 22, 2023 |
| October 2024 | Not reported | 2 | July 24, 2024 |
| October 2025 | $700,000 | 1 | March 26, 2025 |
| October 2026 | $1,537,686 | 2 | August 24, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $700,000 to $1,537,686 (+120%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BVB and Partners S.A. (CRD 288814): Form ADV filing data as of October 2026.