# Reyl Overseas Ltd.

> 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.

- CRD: 152526
- Filed as: REYL OVERSEAS LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zürich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152526
- AdvisorCensus page: https://advisorcensus.com/firm/reyl-overseas-ltd-zurich-152526

## Quick answers

**How is Reyl Overseas Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Reyl Overseas Ltd. reports these compensation arrangements: a percentage of assets under its management.

**How much does Reyl Overseas Ltd. charge?**
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.

**Where is Reyl Overseas Ltd. located?**
Reyl Overseas Ltd.'s principal office is in Zürich, Switzerland, according to its Form ADV.

**Is Reyl Overseas Ltd. registered with the SEC or a state?**
Reyl Overseas Ltd. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 152526.

**How much does Reyl Overseas Ltd. manage?**
Reyl Overseas Ltd. reports $461,638,901 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (34% discretionary).

**How have Reyl Overseas Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Reyl Overseas Ltd. serve?**
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).

**Which custodians does Reyl Overseas Ltd. use?**
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.

**Does Reyl Overseas Ltd. report any disciplinary disclosures?**
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

**What changed in Reyl Overseas Ltd.'s recent Form ADV filings?**
In the October 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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: 0.8% to 1.2% a year (a range, as the brochure states it)

> The asset management service fee ranges from 0.8% to 1.2% of assets under management or assets under advisement.

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

### Custodians (Schedule D, Section 5.K(3))
- Intesa Sanpaolo Wealth Management SA (affiliated with the firm)
- Julius Baer

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: $461,638,901
- Discretionary: $159,246,430
- Non-discretionary: $302,392,471

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $41,601,878 |
| High net worth individuals | 27 | $349,735,793 |
| Insurance companies | 16 | $70,301,230 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, MA, NY, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.B(1): 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?
- 11.B(2): In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152526

### Websites listed on Form ADV (Item 1.I)
- reyl-overseas.com
- LinkedIn @reyl-overseas-ltd

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $414,600,000 | 8 | August 4, 2021 |
| October 2022 | $296,724,782 | 8 | May 16, 2022 |
| October 2023 | $267,212,594 | 9 | July 19, 2023 |
| October 2024 | $322,259,770 | 8 | July 17, 2024 |
| October 2025 | $333,280,626 | 10 | March 24, 2025 |
| October 2026 | $461,638,901 | 11 | September 24, 2026 |

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.

## Changes in the filing (last 12 months)

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

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

### April 2026
- 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).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reyl Overseas Ltd. (CRD 152526): Form ADV filing data as of October 2026.