# Hottinger

> Hottinger is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 316515
- Filed as: HOTTINGER
- Legal name: Hottinger & Co Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316515
- AdvisorCensus page: https://advisorcensus.com/firm/hottinger-london-316515

## Quick answers

**How is Hottinger compensated?**
On its Form ADV (Item 5.E, October 2026), Hottinger reports these compensation arrangements: a percentage of assets under its management.

**Where is Hottinger located?**
Hottinger's principal office is in London, United Kingdom, according to its Form ADV.

**Is Hottinger registered with the SEC or a state?**
Hottinger is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316515.

**How much does Hottinger manage?**
Hottinger reports $1,472,337,208 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (52% discretionary).

**How have Hottinger's assets and staff changed since 2022?**
In the Form ADV data for Hottinger: Regulatory assets under management: $1,019,398,331 in the October 2022 data and $1,472,337,208 in the October 2026 data, up 44%. Total employees: 14 in October 2022 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hottinger serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (110); individuals (other than high net worth individuals) (74); corporations or other businesses not listed above (17).

**Which custodians does Hottinger use?**
Hottinger's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banque Julius Baer, Credo and Edmond de Rothschild (Suisse) SA (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does Hottinger 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/316515

**Does Hottinger state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We do not have a minimum amount to open an account; the initial size of a portfolio accepted is at our sole discretion."

**What changed in Hottinger's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,191,668,610 to $1,472,337,208 (+24%). 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 March 31, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> We do not have a minimum amount to open an account; the initial size of a portfolio accepted is at our sole discretion.

- Minimum annual fee: $5,000

> For this level, we charge a minimum investment account charge of US$ 5,000 per annum.

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

### Custodians (Schedule D, Section 5.K(3))
- Banque Julius Baer
- Credo
- Edmond de Rothschild (Suisse) SA (affiliated with the firm)

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: $1,472,337,208
- Discretionary: $762,239,374
- Non-discretionary: $710,097,834

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $26,341,139 |
| High net worth individuals | 110 | $972,840,901 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $22,797,717 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 8 | $43,292,257 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $357,563,788 |
| Other | 14 | $49,501,406 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 24 total, 9 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hottinger.co.uk
- LinkedIn @hottinger-private-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $1,019,398,331 | 14 | June 17, 2022 |
| October 2023 | $989,403,690 | 20 | April 1, 2023 |
| October 2024 | $1,226,940,470 | 24 | March 28, 2024 |
| October 2025 | $1,191,668,610 | 25 | June 6, 2025 |
| October 2026 | $1,472,337,208 | 24 | March 31, 2026 |

Regulatory assets under management: $1,019,398,331 in the October 2022 data and $1,472,337,208 in the October 2026 data, up 44%.
Total employees: 14 in October 2022 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,191,668,610 to $1,472,337,208 (+24%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hottinger (CRD 316515): Form ADV filing data as of October 2026.