{
  "crd_number": 156928,
  "slug": "whvp-zurich-156928",
  "primary_business_name": "WHVP",
  "legal_name": "WEBER HARTMANN VRIJHOF & PARTNERS LTD.",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-06-03",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 235195917.0,
  "raum_discretionary": 143126965.0,
  "raum_non_discretionary": 92068952.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 64066847.0,
      "count": 96
    },
    "insurance_companies": {
      "raum": 1127511.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 170001559.0,
      "count": 33
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "NC",
    "NY",
    "TX",
    "VI",
    "WA"
  ],
  "websites": [
    "https://ch.linkedin.com/company/whvp",
    "https://facebook.com/WHVP.LTD",
    "https://instagram.com/whvp.ltd",
    "https://podcasters.spotify.com/pod/show/whvp",
    "https://tiktok.com/@swissbankerjamie",
    "https://whvp.ch",
    "https://x.com/whvp_ltd",
    "https://youtube.com/channel/UCWHoofUS_TQOv56BISrlkBA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156928",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/whvp-zurich-156928",
  "display_name": "WHVP",
  "summary": "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.",
  "citation": "AdvisorCensus. WHVP (CRD 156928): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is WHVP compensated?",
      "a": "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)."
    },
    {
      "q": "Where is WHVP located?",
      "a": "WHVP's principal office is in Zurich, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is WHVP registered with the SEC or a state?",
      "a": "WHVP is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156928."
    },
    {
      "q": "How much does WHVP manage?",
      "a": "WHVP reports $235,195,917 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (61% discretionary)."
    },
    {
      "q": "How have WHVP's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does WHVP serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does WHVP use?",
      "a": "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."
    },
    {
      "q": "Does WHVP 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/156928"
    },
    {
      "q": "Does WHVP state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in WHVP's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 80202171.0,
      "total_employees": 4,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 104460152.0,
      "total_employees": 5,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 145735680.0,
      "total_employees": 5,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 163287796.0,
      "total_employees": 5,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 162833985.0,
      "total_employees": 5,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 235195917.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank Vontobel AG",
      "name_as_filed": "BANK VONTOBEL AG",
      "affiliated": false
    },
    {
      "name": "Dreyfus Soehne & CIE AG, Banquiers",
      "name_as_filed": "DREYFUS SOEHNE & CIE AG, BANQUIERS",
      "affiliated": false
    },
    {
      "name": "Kaiser Partner Privatbank AG",
      "name_as_filed": "KAISER PARTNER PRIVATBANK AG",
      "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/whvp-zurich-156928.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 96,
      "fewer_than_5": false,
      "raum": 64066847.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 33,
      "fewer_than_5": false,
      "raum": 170001559.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1127511.0
    }
  ],
  "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/156928",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}