{
  "crd_number": 148721,
  "slug": "swisspartners-advisors-zurich-148721",
  "primary_business_name": "SWISSPARTNERS ADVISORS",
  "legal_name": "SWISSPARTNERS ADVISORS AG",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-02-26",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 891794772.0,
  "raum_discretionary": 891794772.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 303714705.0,
      "count": 41
    },
    "insurance_companies": {
      "raum": 179955369.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 209436783.0,
      "count": 32
    },
    "corporations_other_businesses": {
      "raum": 198687915.0,
      "count": 17
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/swisspartners-advisors-spa",
    "https://swisspartners-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148721",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/swisspartners-advisors-zurich-148721",
  "display_name": "Swisspartners Advisors",
  "summary": "Swisspartners Advisors is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Swisspartners Advisors (CRD 148721): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Swisspartners Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Swisspartners Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Swisspartners Advisors located?",
      "a": "Swisspartners Advisors' principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Swisspartners Advisors registered with the SEC or a state?",
      "a": "Swisspartners Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148721."
    },
    {
      "q": "How much does Swisspartners Advisors manage?",
      "a": "Swisspartners Advisors reports $891,794,772 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Swisspartners Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Swisspartners Advisors: Regulatory assets under management: $478,243,092 in the October 2021 data and $891,794,772 in the October 2026 data, up 86%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Swisspartners Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (32); corporations or other businesses not listed above (17)."
    },
    {
      "q": "Which custodians does Swisspartners Advisors use?",
      "a": "Swisspartners Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer, Dreyfus Sohne & CIE AG, Banquiers, Pershing LLC and Pictet as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Swisspartners Advisors 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/148721"
    },
    {
      "q": "What changed in Swisspartners Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $609,103,283 to $891,794,772 (+46%). Registered or notice-filed in CA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 478243092.0,
      "total_employees": 7,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 581850825.0,
      "total_employees": 5,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 501316673.0,
      "total_employees": 5,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 550950589.0,
      "total_employees": 5,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 609103283.0,
      "total_employees": 5,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 891794772.0,
      "total_employees": 5,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $609,103,283 to $891,794,772 (+46%).",
        "Registered or notice-filed in CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank Julius Baer",
      "name_as_filed": "BANK JULIUS BAER",
      "affiliated": false
    },
    {
      "name": "Dreyfus Sohne & CIE AG, Banquiers",
      "name_as_filed": "DREYFUS SOHNE & CIE AG, BANQUIERS",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "Pictet",
      "name_as_filed": "PICTET",
      "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/swisspartners-advisors-zurich-148721.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 303714705.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 209436783.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 179955369.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 198687915.0
    }
  ],
  "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/148721",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}