# Ebco Trustee Services Ltd Liab. Co.

> 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.

- CRD: 338094
- Filed as: EBCO TRUSTEE SERVICES LTD LIAB. CO.
- Also doing business as: EBCO GROUP, EBCO TRUSTEE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chiasso, Ticino, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338094
- AdvisorCensus page: https://advisorcensus.com/firm/ebco-trustee-services-ltd-liab-co-chiasso-ticino-338094

## Quick answers

**How is Ebco Trustee Services Ltd Liab. Co. compensated?**
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.

**How much does Ebco Trustee Services Ltd Liab. Co. charge?**
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.

**Where is Ebco Trustee Services Ltd Liab. Co. located?**
Ebco Trustee Services Ltd Liab. Co.'s principal office is in Chiasso, Ticino, Switzerland, according to its Form ADV.

**Is Ebco Trustee Services Ltd Liab. Co. registered with the SEC or a state?**
Ebco Trustee Services Ltd Liab. Co. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338094.

**How much does Ebco Trustee Services Ltd Liab. Co. manage?**
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).

**What types of clients does Ebco Trustee Services Ltd Liab. Co. serve?**
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).

**Which custodians does Ebco Trustee Services Ltd Liab. Co. use?**
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.

**Does Ebco Trustee Services Ltd Liab. Co. 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/338094

**What changed in Ebco Trustee Services Ltd Liab. Co.'s recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated September 22, 2025)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- EFG International
- Morgan Stanley
- Vontobel

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: $44,665,927
- Discretionary: $44,665,927
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,030,439 |
| High net worth individuals | 4 | $21,590,067 |
| Corporations or other businesses not listed above | 8 | $21,045,421 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ebco.ch
- LinkedIn @ebco-group

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ebco Trustee Services Ltd Liab. Co. (CRD 338094): Form ADV filing data as of October 2026.