{
  "crd_number": 164792,
  "slug": "ventira-private-wealth-management-ltd-zurich-164792",
  "primary_business_name": "VENTIRA PRIVATE WEALTH MANAGEMENT LTD.",
  "legal_name": "VENTIRA PRIVATE WEALTH MANAGEMENT LTD.",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-08-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 681966000.0,
  "raum_discretionary": 626400000.0,
  "raum_non_discretionary": 55566000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1559000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 14910000.0,
      "count": 28
    },
    "insurance_companies": {
      "raum": 8329000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 657168000.0,
      "count": 57
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://ventira.ch"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164792",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/ventira-private-wealth-management-ltd-zurich-164792",
  "display_name": "Ventira Private Wealth Management Ltd.",
  "summary": "Ventira Private Wealth Management Ltd. is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Ventira Private Wealth Management Ltd. (CRD 164792): 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)",
    "Commissions",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ventira Private Wealth Management Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ventira Private Wealth Management Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; performance-based fees."
    },
    {
      "q": "Where is Ventira Private Wealth Management Ltd. located?",
      "a": "Ventira Private Wealth Management Ltd.'s principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Ventira Private Wealth Management Ltd. registered with the SEC or a state?",
      "a": "Ventira Private Wealth Management Ltd. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164792."
    },
    {
      "q": "How much does Ventira Private Wealth Management Ltd. manage?",
      "a": "Ventira Private Wealth Management Ltd. reports $681,966,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (92% discretionary)."
    },
    {
      "q": "How have Ventira Private Wealth Management Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ventira Private Wealth Management Ltd.: Regulatory assets under management: $397,000,000 in the October 2021 data and $681,966,000 in the October 2026 data, up 72%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ventira Private Wealth Management Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (28)."
    },
    {
      "q": "Which custodians does Ventira Private Wealth Management Ltd. use?",
      "a": "Ventira Private Wealth Management Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Hypothekarbank Lenzburg, Julius BAR, LGT Switzerland, Pictet and Vontobel as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ventira Private Wealth Management Ltd. 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/164792"
    },
    {
      "q": "Does Ventira Private Wealth Management Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"Generally, VENTIRA prefers its client relationships to have a minimum of $1,500,000 of assets under management.\" \"VENTIRA may accept accounts below the minimum requirements and will retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance.\""
    },
    {
      "q": "What changed in Ventira Private Wealth Management Ltd.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $541,127,000 to $681,966,000 (+26%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 397000000.0,
      "total_employees": 5,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 438035000.0,
      "total_employees": 5,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 437300000.0,
      "total_employees": 5,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 529225000.0,
      "total_employees": 5,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 541127000.0,
      "total_employees": 5,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 681966000.0,
      "total_employees": 4,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $541,127,000 to $681,966,000 (+26%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,500,000"
        ],
        "quotes": [
          "Generally, VENTIRA prefers its client relationships to have a minimum of $1,500,000 of assets under management.",
          "VENTIRA may accept accounts below the minimum requirements and will retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Generally, VENTIRA prefers its client relationships to have a minimum of $1,500,000 of assets under management.",
      "VENTIRA may accept accounts below the minimum requirements and will retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Hypothekarbank Lenzburg",
      "name_as_filed": "HYPOTHEKARBANK LENZBURG",
      "affiliated": false
    },
    {
      "name": "Julius BAR",
      "name_as_filed": "JULIUS BAR",
      "affiliated": false
    },
    {
      "name": "LGT Switzerland",
      "name_as_filed": "LGT SWITZERLAND",
      "affiliated": false
    },
    {
      "name": "Pictet",
      "name_as_filed": "PICTET",
      "affiliated": false
    },
    {
      "name": "Vontobel",
      "name_as_filed": "VONTOBEL",
      "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/ventira-private-wealth-management-ltd-zurich-164792.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 14910000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 657168000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1559000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 8329000.0
    }
  ],
  "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/164792",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}