{
  "crd_number": 155003,
  "slug": "marcuard-family-office-ltd-zurich-155003",
  "primary_business_name": "MARCUARD FAMILY OFFICE LTD",
  "legal_name": "MARCUARD FAMILY OFFICE LTD",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-10-22",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-07-17",
  "carried_forward": false,
  "raum_total": 8661817914.0,
  "raum_discretionary": 4098686328.0,
  "raum_non_discretionary": 4563131586.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 36,
  "advisory_employees": 19,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 31131413.0,
      "count": 6
    },
    "individuals": {
      "raum": 2854157.0,
      "count": 12
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 7477607.0,
      "count": 2
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 5514442526.0,
      "count": 65
    },
    "pooled_investment_vehicles": {
      "raum": 3238075.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 3102674136.0,
      "count": 53
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/marcuard-family-office",
    "https://marcuardfamilyoffice.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155003",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/marcuard-family-office-ltd-zurich-155003",
  "display_name": "Marcuard Family Office Ltd",
  "summary": "Marcuard Family Office Ltd is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.",
  "citation": "AdvisorCensus. Marcuard Family Office Ltd (CRD 155003): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Marcuard Family Office Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marcuard Family Office Ltd reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Marcuard Family Office Ltd located?",
      "a": "Marcuard Family Office Ltd's principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Marcuard Family Office Ltd registered with the SEC or a state?",
      "a": "Marcuard Family Office Ltd is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155003."
    },
    {
      "q": "How much does Marcuard Family Office Ltd manage?",
      "a": "Marcuard Family Office Ltd reports $8,661,817,914 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (47% discretionary)."
    },
    {
      "q": "How have Marcuard Family Office Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Marcuard Family Office Ltd: Regulatory assets under management: $5,027,497,457 in the October 2021 data and $8,661,817,914 in the October 2026 data, up 72%. Total employees: 31 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Marcuard Family Office Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (65); corporations or other businesses not listed above (53); individuals (other than high net worth individuals) (12)."
    },
    {
      "q": "Which custodians does Marcuard Family Office Ltd use?",
      "a": "Marcuard Family Office Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co. AG, Zurich and Zurcher Kantonalbank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Marcuard Family Office Ltd 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/155003"
    },
    {
      "q": "Does Marcuard Family Office Ltd state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"Marcuard typically provides services to high -net-worth individuals, families and their trusts, estates, charitable organizations, corporations and other business entities with a minimum initial account size of USD 20 million.\" \"The foregoing minimums may be reduced by at Marcuard’s own discretion.\""
    },
    {
      "q": "What changed in Marcuard Family Office Ltd's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5027497457.0,
      "total_employees": 31,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5308329500.0,
      "total_employees": 31,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5854946117.0,
      "total_employees": 34,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6845015371.0,
      "total_employees": 36,
      "filing_date": "2024-04-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6827827657.0,
      "total_employees": 38,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8661817914.0,
      "total_employees": 36,
      "filing_date": "2026-07-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 19.",
        "Regulatory assets under management went from $6,827,827,657 to $8,661,817,914 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$20,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Marcuard typically provides services to high -net-worth individuals, families and their trusts, estates, charitable organizations, corporations and other business entities with a minimum initial account size of USD 20 million.",
          "The foregoing minimums may be reduced by at Marcuard’s own discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 20000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Marcuard typically provides services to high -net-worth individuals, families and their trusts, estates, charitable organizations, corporations and other business entities with a minimum initial account size of USD 20 million.",
      "The foregoing minimums may be reduced by at Marcuard’s own discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank Julius Baer & Co. AG, Zurich",
      "name_as_filed": "BANK JULIUS BAER & CO. AG, ZURICH",
      "affiliated": false
    },
    {
      "name": "Zurcher Kantonalbank",
      "name_as_filed": "ZURCHER KANTONALBANK",
      "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/marcuard-family-office-ltd-zurich-155003.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 2854157.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 5514442526.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 3238075.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 31131413.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 7477607.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 53,
      "fewer_than_5": false,
      "raum": 3102674136.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/155003",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}