# RV Capital

> RV Capital is an SEC-registered investment advisory firm in Schindellegi, Switzerland, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 173008
- Filed as: RV CAPITAL
- Legal name: RV Capital AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Schindellegi, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173008
- AdvisorCensus page: https://advisorcensus.com/firm/rv-capital-schindellegi-173008

## Quick answers

**How is RV Capital compensated?**
On its Form ADV (Item 5.E, October 2026), RV Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is RV Capital located?**
RV Capital's principal office is in Schindellegi, Switzerland, according to its Form ADV.

**Is RV Capital registered with the SEC or a state?**
RV Capital is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173008.

**How much does RV Capital manage?**
RV Capital reports $713,309,485 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have RV Capital's assets and staff changed since 2021?**
In the Form ADV data for RV Capital: Regulatory assets under management: $1,061,591,241 in the October 2021 data and $713,309,485 in the October 2026 data, down 33%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RV Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does RV Capital use?**
RV Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Morgan Stanley, Northern Trust and State Street as custodians holding 10% or more of its separately managed account assets.

**Does RV Capital 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/173008

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Morgan Stanley
- Northern Trust
- State Street

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: $713,309,485
- Discretionary: $713,309,485
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $375,028,176 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $61,844,885 |
| Corporations or other businesses not listed above | Fewer than 5 | $276,436,424 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rvcapital.ch
- Facebook @RV-Capital-190742674964727
- YouTube @RobertVinall

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,061,591,241 | 1 | March 16, 2021 |
| October 2022 | $645,803,874 | 3 | August 8, 2022 |
| October 2023 | $345,645,200 | 3 | March 10, 2023 |
| October 2024 | $485,757,146 | 3 | March 11, 2024 |
| October 2025 | $692,836,752 | 3 | March 27, 2025 |
| October 2026 | $713,309,485 | 3 | March 25, 2026 |

Regulatory assets under management: $1,061,591,241 in the October 2021 data and $713,309,485 in the October 2026 data, down 33%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RV Capital (CRD 173008): Form ADV filing data as of October 2026.
