# Marcuard Family Office Ltd

> 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.

- CRD: 155003
- Filed as: MARCUARD FAMILY OFFICE LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155003
- AdvisorCensus page: https://advisorcensus.com/firm/marcuard-family-office-ltd-zurich-155003

## Quick answers

**How is Marcuard Family Office Ltd compensated?**
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.

**Where is Marcuard Family Office Ltd located?**
Marcuard Family Office Ltd's principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Marcuard Family Office Ltd registered with the SEC or a state?**
Marcuard Family Office Ltd is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155003.

**How much does Marcuard Family Office Ltd manage?**
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).

**How have Marcuard Family Office Ltd's assets and staff changed since 2021?**
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.

**What types of clients does Marcuard Family Office Ltd serve?**
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).

**Which custodians does Marcuard Family Office Ltd use?**
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.

**Does Marcuard Family Office Ltd 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/155003

**Does Marcuard Family Office Ltd state an account minimum?**
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."

**What changed in Marcuard Family Office Ltd's recent Form ADV filings?**
In the August 2026 filing data: 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius Baer & Co. AG, Zurich
- Zurcher Kantonalbank

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: $8,661,817,914
- Discretionary: $4,098,686,328
- Non-discretionary: $4,563,131,586

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,854,157 |
| High net worth individuals | 65 | $5,514,442,526 |
| 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) | 1 | $3,238,075 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $31,131,413 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $7,477,607 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 53 | $3,102,674,136 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 36 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [marcuardfamilyoffice.com](https://marcuardfamilyoffice.com)
- LinkedIn @marcuard-family-office

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,027,497,457 | 31 | September 7, 2021 |
| October 2022 | $5,308,329,500 | 31 | September 19, 2022 |
| October 2023 | $5,854,946,117 | 34 | September 26, 2023 |
| October 2024 | $6,845,015,371 | 36 | April 18, 2024 |
| October 2025 | $6,827,827,657 | 38 | May 20, 2025 |
| October 2026 | $8,661,817,914 | 36 | July 17, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marcuard Family Office Ltd (CRD 155003): Form ADV filing data as of October 2026.