{
  "crd_number": 128649,
  "slug": "margna-peak-advisors-ag-zurich-128649",
  "primary_business_name": "MARGNA PEAK ADVISORS AG",
  "legal_name": "MARGNA PEAK ADVISORS AG",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-11-06",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 372499564.0,
  "raum_discretionary": 189650634.0,
  "raum_non_discretionary": 182848930.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 372499564.0,
      "count": 48
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://margnapeak.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128649",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/margna-peak-advisors-ag-zurich-128649",
  "display_name": "Margna Peak Advisors AG",
  "summary": "Margna Peak Advisors AG is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. Margna Peak Advisors AG (CRD 128649): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Margna Peak Advisors AG compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Margna Peak Advisors AG reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Margna Peak Advisors AG located?",
      "a": "Margna Peak Advisors AG's principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Margna Peak Advisors AG registered with the SEC or a state?",
      "a": "Margna Peak Advisors AG is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128649."
    },
    {
      "q": "How much does Margna Peak Advisors AG manage?",
      "a": "Margna Peak Advisors AG reports $372,499,564 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (51% discretionary)."
    },
    {
      "q": "How have Margna Peak Advisors AG's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Margna Peak Advisors AG: Regulatory assets under management: $114,314,761 in the October 2021 data and $372,499,564 in the October 2026 data, up 226%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Margna Peak Advisors AG serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48)."
    },
    {
      "q": "Which custodians does Margna Peak Advisors AG use?",
      "a": "Margna Peak Advisors AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co Ltd., Bank Vontobel AG, Dreyfus Sohne & CIE AG, Banquiers and Union Bancaire Privee as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Margna Peak Advisors AG 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/128649"
    },
    {
      "q": "What changed in Margna Peak Advisors AG's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Changed its legal name from Belvoir Wealth Management AG to Margna Peak Advisors AG. Regulatory assets under management went from $286,782,091 to $372,499,564 (+30%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 114314761.0,
      "total_employees": 5,
      "filing_date": "2021-06-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 192700305.0,
      "total_employees": 5,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 194834726.0,
      "total_employees": 6,
      "filing_date": "2023-06-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 224325138.0,
      "total_employees": 5,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 286782091.0,
      "total_employees": 5,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 372499564.0,
      "total_employees": 4,
      "filing_date": "2026-02-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Changed its legal name from Belvoir Wealth Management AG to Margna Peak Advisors AG.",
        "Regulatory assets under management went from $286,782,091 to $372,499,564 (+30%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank Julius Baer & Co Ltd.",
      "name_as_filed": "BANK JULIUS BAER & CO LTD.",
      "affiliated": false
    },
    {
      "name": "Bank Vontobel AG",
      "name_as_filed": "BANK VONTOBEL AG",
      "affiliated": false
    },
    {
      "name": "Dreyfus Sohne & CIE AG, Banquiers",
      "name_as_filed": "DREYFUS SOHNE & CIE AG, BANQUIERS",
      "affiliated": false
    },
    {
      "name": "Union Bancaire Privee",
      "name_as_filed": "UNION BANCAIRE PRIVEE",
      "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/margna-peak-advisors-ag-zurich-128649.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 372499564.0
    }
  ],
  "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/128649",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}