{
  "crd_number": 284784,
  "slug": "climber-capital-sa-nyon-vaud-284784",
  "primary_business_name": "CLIMBER CAPITAL SA",
  "legal_name": "CLIMBER CAPITAL SA",
  "dbas": [],
  "city": "Nyon, Vaud",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-08-19",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 625390555.0,
  "raum_discretionary": 531404138.0,
  "raum_non_discretionary": 93986417.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 26133676.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 599256879.0,
      "count": 92
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://climbercapital.ch"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284784",
  "city_as_filed": "NYON, VAUD",
  "url": "https://advisorcensus.com/firm/climber-capital-sa-nyon-vaud-284784",
  "display_name": "Climber Capital SA",
  "summary": "Climber Capital SA is an SEC-registered investment advisory firm in Nyon, Vaud, Switzerland, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Climber Capital SA (CRD 284784): 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"
  ],
  "quick_answers": [
    {
      "q": "How is Climber Capital SA compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Climber Capital SA reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Climber Capital SA located?",
      "a": "Climber Capital SA's principal office is in Nyon, Vaud, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Climber Capital SA registered with the SEC or a state?",
      "a": "Climber Capital SA is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284784."
    },
    {
      "q": "How much does Climber Capital SA manage?",
      "a": "Climber Capital SA reports $625,390,555 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (85% discretionary)."
    },
    {
      "q": "How have Climber Capital SA's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Climber Capital SA: Regulatory assets under management: $234,253,802 in the October 2021 data and $625,390,555 in the October 2026 data, up 167%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Climber Capital SA serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (92); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Climber Capital SA use?",
      "a": "Climber Capital SA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banque Pictet & CIE SA, Edmond de Rothschild (Suisse) SA and UBS AG (Formerly Credit Suisse) as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Climber Capital SA 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/284784"
    },
    {
      "q": "What changed in Climber Capital SA's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $533,743,131 to $625,390,555 (+17%). Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 234253802.0,
      "total_employees": 4,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 298025991.0,
      "total_employees": 4,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 490894169.0,
      "total_employees": 4,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 544106742.0,
      "total_employees": 4,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 533743131.0,
      "total_employees": 4,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 625390555.0,
      "total_employees": 4,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $533,743,131 to $625,390,555 (+17%).",
        "Registered or notice-filed in NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Banque Pictet & CIE SA",
      "name_as_filed": "BANQUE PICTET & CIE SA",
      "affiliated": false
    },
    {
      "name": "Edmond de Rothschild (Suisse) SA",
      "name_as_filed": "EDMOND DE ROTHSCHILD (SUISSE) SA",
      "affiliated": false
    },
    {
      "name": "UBS AG (Formerly Credit Suisse)",
      "name_as_filed": "UBS AG (FORMERLY CREDIT SUISSE)",
      "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/climber-capital-sa-nyon-vaud-284784.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 92,
      "fewer_than_5": false,
      "raum": 599256879.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 26133676.0
    }
  ],
  "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/284784",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}