{
  "crd_number": 338094,
  "slug": "ebco-trustee-services-ltd-liab-co-chiasso-ticino-338094",
  "primary_business_name": "EBCO TRUSTEE SERVICES LTD LIAB. CO.",
  "legal_name": "EBCO TRUSTEE SERVICES LTD LIAB. CO.",
  "dbas": [
    "EBCO GROUP",
    "EBCO TRUSTEE"
  ],
  "city": "Chiasso, Ticino",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-24",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-02",
  "carried_forward": false,
  "raum_total": 44665927.0,
  "raum_discretionary": 44665927.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2030439.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 21590067.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 21045421.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://ebco.ch",
    "https://linkedin.com/company/ebco-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338094",
  "city_as_filed": "CHIASSO, TICINO",
  "url": "https://advisorcensus.com/firm/ebco-trustee-services-ltd-liab-co-chiasso-ticino-338094",
  "display_name": "Ebco Trustee Services Ltd Liab. Co.",
  "summary": "Ebco Trustee Services Ltd Liab. Co. is an SEC-registered investment advisory firm in Chiasso, Ticino, Switzerland, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.",
  "citation": "AdvisorCensus. Ebco Trustee Services Ltd Liab. Co. (CRD 338094): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Ebco Trustee Services Ltd Liab. Co. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ebco Trustee Services Ltd Liab. Co. reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Ebco Trustee Services Ltd Liab. Co. charge?",
      "a": "Its Form ADV Part 2A brochure dated September 22, 2025 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ebco Trustee Services Ltd Liab. Co. located?",
      "a": "Ebco Trustee Services Ltd Liab. Co.'s principal office is in Chiasso, Ticino, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Ebco Trustee Services Ltd Liab. Co. registered with the SEC or a state?",
      "a": "Ebco Trustee Services Ltd Liab. Co. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338094."
    },
    {
      "q": "How much does Ebco Trustee Services Ltd Liab. Co. manage?",
      "a": "Ebco Trustee Services Ltd Liab. Co. reports $44,665,927 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Ebco Trustee Services Ltd Liab. Co. serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (8); individuals (other than high net worth individuals) (6); high net worth individuals (4)."
    },
    {
      "q": "Which custodians does Ebco Trustee Services Ltd Liab. Co. use?",
      "a": "Ebco Trustee Services Ltd Liab. Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists EFG International, Morgan Stanley and Vontobel as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ebco Trustee Services Ltd Liab. Co. 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/338094"
    },
    {
      "q": "What changed in Ebco Trustee Services Ltd Liab. Co.'s recent Form ADV filings?",
      "a": "In the December 2025 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated September 22, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Ebco Trustee Services Ltd. charges advisory fees based primarily on a percentage of assets under management (AUM), typically ranging between 0.50% and 1.50% per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Ebco Trustee Services Ltd. charges advisory fees based primarily on a percentage of assets under management (AUM), typically ranging between 0.50% and 1.50% per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "EFG International",
      "name_as_filed": "EFG INTERNATIONAL",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "Vontobel",
      "name_as_filed": "VONTOBEL",
      "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/ebco-trustee-services-ltd-liab-co-chiasso-ticino-338094.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2030439.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 21590067.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 21045421.0
    }
  ],
  "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/338094",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}