{
  "crd_number": 284169,
  "slug": "ufenau-capital-partners-ag-pfaffikon-schwyz-284169",
  "primary_business_name": "UFENAU CAPITAL PARTNERS AG",
  "legal_name": "UFENAU CAPITAL PARTNERS AG",
  "dbas": [],
  "city": "Pfaffikon Schwyz",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2021-10-28",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/ufenau-capital-partners-ag",
    "https://ucp.ch/EN"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284169",
  "city_as_filed": "PFAFFIKON SCHWYZ",
  "url": "https://advisorcensus.com/firm/ufenau-capital-partners-ag-pfaffikon-schwyz-284169",
  "display_name": "Ufenau Capital Partners AG",
  "summary": "Ufenau Capital Partners AG is an exempt reporting adviser in Pfaffikon Schwyz, Switzerland, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Ufenau Capital Partners AG (CRD 284169): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Ufenau Capital Partners AG located?",
      "a": "Ufenau Capital Partners AG's principal office is in Pfaffikon Schwyz, Switzerland, according to its Form ADV."
    },
    {
      "q": "How does Ufenau Capital Partners AG report to regulators?",
      "a": "Ufenau Capital Partners AG is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 284169."
    },
    {
      "q": "Does Ufenau Capital Partners AG report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284169"
    },
    {
      "q": "What changed in Ufenau Capital Partners AG's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-05-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ufenau-capital-partners-ag-pfaffikon-schwyz-284169.md",
  "clients": [],
  "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/284169",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}