AdvisorCensus / Financial advisors / WHVP
WHVP is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is WHVP compensated?
On its Form ADV (Item 5.E, October 2026), WHVP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is WHVP located?
WHVP's principal office is in Zurich, Switzerland, according to its Form ADV.
Is WHVP registered with the SEC or a state?
WHVP is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156928.
How much does WHVP manage?
WHVP reports $235,195,917 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (61% discretionary).
How have WHVP's assets and staff changed since 2021?
In the Form ADV data for WHVP: Regulatory assets under management: $80,202,171 in the October 2021 data and $235,195,917 in the October 2026 data, up 193%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does WHVP serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (33); insurance companies (1).
Which custodians does WHVP use?
WHVP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Vontobel AG, Dreyfus Soehne & CIE AG, Banquiers and Kaiser Partner Privatbank AG as custodians holding 10% or more of its separately managed account assets.
Does WHVP 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/156928
Does WHVP state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "WHVP prefers its client relationships to have a minimum of USD 500,000 of assets under management. On an exceptional basis, WHVP accepts amounts below this minimum requirement or retains accounts that have dropped below the minimum requirement due to market fluctuation or investment performance."
What changed in WHVP's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $162,833,985 to $235,195,917 (+44%). Registered or notice-filed in WA. Updated its list of owners and control persons (Schedule A).
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: $500,000
The brochure's wording
WHVP prefers its client relationships to have a minimum of USD 500,000 of assets under management. On an exceptional basis, WHVP accepts amounts below this minimum requirement or retains 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 March 30, 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$235,195,917 as of October 2026, filing dated March 30, 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Weber Hartmann Vrijhof & Partners Ltd.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $235,195,917 | 6 | March 30, 2026 |
| October 2025 | $162,833,985 | 5 | March 24, 2025 |
| October 2024 | $163,287,796 | 5 | March 28, 2024 |
| October 2023 | $145,735,680 | 5 | March 21, 2023 |
| October 2022 | $104,460,152 | 5 | March 18, 2022 |
| October 2021 | $80,202,171 | 4 | March 16, 2021 |
Regulatory assets under management: $80,202,171 in the October 2021 data and $235,195,917 in the October 2026 data, up 193%.
Total employees: 4 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $162,833,985 to $235,195,917 (+44%).
- Registered or notice-filed in WA.
- Updated its list of owners and control persons (Schedule A).
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. WHVP (CRD 156928): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/whvp-zurich-156928