{
  "crd_number": 152526,
  "slug": "reyl-overseas-ltd-zurich-152526",
  "primary_business_name": "REYL OVERSEAS LTD.",
  "legal_name": "REYL OVERSEAS LTD.",
  "dbas": [],
  "city": "Zürich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-01-04",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 461638901.0,
  "raum_discretionary": 159246430.0,
  "raum_non_discretionary": 302392471.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 41601878.0,
      "count": 149
    },
    "insurance_companies": {
      "raum": 70301230.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 349735793.0,
      "count": 27
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "MA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://ch.linkedin.com/company/reyl-overseas-ltd",
    "https://reyl-overseas.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152526",
  "disclosure_items": [
    {
      "item": "11.B(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?"
    },
    {
      "item": "11.B(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?"
    }
  ],
  "city_as_filed": "ZÜRICH",
  "url": "https://advisorcensus.com/firm/reyl-overseas-ltd-zurich-152526",
  "display_name": "Reyl Overseas Ltd.",
  "summary": "Reyl Overseas Ltd. is an SEC-registered investment advisory firm in Zürich, Switzerland, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Reyl Overseas Ltd. (CRD 152526): 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 Reyl Overseas Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Reyl Overseas Ltd. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Reyl Overseas Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 0.8% to 1.2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Reyl Overseas Ltd. located?",
      "a": "Reyl Overseas Ltd.'s principal office is in Zürich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Reyl Overseas Ltd. registered with the SEC or a state?",
      "a": "Reyl Overseas Ltd. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152526."
    },
    {
      "q": "How much does Reyl Overseas Ltd. manage?",
      "a": "Reyl Overseas Ltd. reports $461,638,901 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (34% discretionary)."
    },
    {
      "q": "How have Reyl Overseas Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Reyl Overseas Ltd.: Regulatory assets under management: $414,600,000 in the October 2021 data and $461,638,901 in the October 2026 data, up 11%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Reyl Overseas Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (27); insurance companies (16)."
    },
    {
      "q": "Which custodians does Reyl Overseas Ltd. use?",
      "a": "Reyl Overseas Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Intesa Sanpaolo Wealth Management SA (affiliated with the firm) and Julius Baer as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Reyl Overseas Ltd. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years) and 11.B(2) (charge for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152526"
    },
    {
      "q": "What changed in Reyl Overseas Ltd.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 414600000.0,
      "total_employees": 8,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 296724782.0,
      "total_employees": 8,
      "filing_date": "2022-05-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 267212594.0,
      "total_employees": 9,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 322259770.0,
      "total_employees": 8,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 333280626.0,
      "total_employees": 10,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 461638901.0,
      "total_employees": 11,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $333,280,626 to $461,638,901 (+39%).",
        "Employees performing advisory functions went from 7 to 8.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.8% to 1.2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.8% to 1.2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The asset management service fee ranges from 0.8% to 1.2% of assets under management or assets under advisement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.8,
        1.2
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The asset management service fee ranges from 0.8% to 1.2% of assets under management or assets under advisement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Intesa Sanpaolo Wealth Management SA",
      "name_as_filed": "INTESA SANPAOLO WEALTH MANAGEMENT SA",
      "affiliated": true
    },
    {
      "name": "Julius Baer",
      "name_as_filed": "JULIUS BAER",
      "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/reyl-overseas-ltd-zurich-152526.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 149,
      "fewer_than_5": false,
      "raum": 41601878.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 349735793.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 16,
      "fewer_than_5": false,
      "raum": 70301230.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/152526",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}