# Philos & Partners AG

> Philos & Partners AG is an exempt reporting adviser in Zurich, Switzerland, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 323552
- Filed as: PHILOS & PARTNERS AG
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323552
- AdvisorCensus page: https://advisorcensus.com/firm/philos-and-partners-ag-zurich-323552

## Quick answers

**Where is Philos & Partners AG located?**
Philos & Partners AG's principal office is in Zurich, Switzerland, according to its Form ADV.

**How does Philos & Partners AG report to regulators?**
Philos & Partners AG is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 323552.

**Does Philos & Partners AG report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323552

**What changed in Philos & Partners AG's recent Form ADV filings?**
In the March 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2023 (3 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- philospartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | May 30, 2023 |
| October 2024 | Not reported | Not reported | March 29, 2024 |
| October 2025 | Not reported | Not reported | March 26, 2025 |
| October 2026 | Not reported | Not reported | February 18, 2026 |


## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Philos & Partners AG (CRD 323552): Form ADV filing data as of October 2026.