AdvisorCensus / Financial advisors / VT Partners AG
VT Partners AG is an SEC-registered investment advisory firm in Freienbach, Schwyz, Switzerland, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.
Quick answers
From the filingHow is VT Partners AG compensated?
On its Form ADV (Item 5.E, October 2026), VT Partners AG reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is VT Partners AG located?
VT Partners AG's principal office is in Freienbach, Schwyz, Switzerland, according to its Form ADV.
Is VT Partners AG registered with the SEC or a state?
VT Partners AG is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340456.
How much does VT Partners AG manage?
VT Partners AG reports $0 in regulatory assets under management in its Form ADV filing dated June 1, 2026.
Does VT Partners AG 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/340456
Does VT Partners AG state an account minimum?
Its Form ADV Part 2A brochure dated May 29, 2026 says: "Generally, VT Partners prefers its client relationships to have a minimum of CHF 1,000,000 of assets under management." "VT Partners may accept accounts below the minimum requirements or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."
What changed in VT Partners AG's recent Form ADV filings?
In the July 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000
The brochure's wording
Generally, VT Partners prefers its client relationships to have a minimum of CHF 1,000,000 of assets under management.
VT Partners may accept accounts below the minimum requirements or may retain accounts that have dropped below the minimum requirement due to market fluctuation or investment performance.
As stated in the firm's Form ADV Part 2A brochure dated May 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated June 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. VT Partners AG (CRD 340456): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vt-partners-ag-freienbach-schwyz-340456