# Swisspartners Advisors

> 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.

- CRD: 148721
- Filed as: SWISSPARTNERS ADVISORS
- Legal name: Swisspartners Advisors AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148721
- AdvisorCensus page: https://advisorcensus.com/firm/swisspartners-advisors-zurich-148721

## Quick answers

**How is Swisspartners Advisors compensated?**
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.

**Where is Swisspartners Advisors located?**
Swisspartners Advisors' principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Swisspartners Advisors registered with the SEC or a state?**
Swisspartners Advisors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148721.

**How much does Swisspartners Advisors manage?**
Swisspartners Advisors reports $891,794,772 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Swisspartners Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Swisspartners Advisors serve?**
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).

**Which custodians does Swisspartners Advisors use?**
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.

**Does Swisspartners Advisors 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/148721

**What changed in Swisspartners Advisors' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius Baer
- Dreyfus Sohne & CIE AG, Banquiers
- Pershing LLC
- Pictet

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: $891,794,772
- Discretionary: $891,794,772
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $303,714,705 |
| High net worth individuals | 32 | $209,436,783 |
| Insurance companies | Fewer than 5 | $179,955,369 |
| Corporations or other businesses not listed above | 17 | $198,687,915 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- swisspartners-advisors.com
- LinkedIn @swisspartners-advisors-spa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $478,243,092 | 7 | March 26, 2021 |
| October 2022 | $581,850,825 | 5 | August 8, 2022 |
| October 2023 | $501,316,673 | 5 | October 4, 2023 |
| October 2024 | $550,950,589 | 5 | March 27, 2024 |
| October 2025 | $609,103,283 | 5 | March 27, 2025 |
| October 2026 | $891,794,772 | 5 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Swisspartners Advisors (CRD 148721): Form ADV filing data as of October 2026.