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| Keyboard |
| Avalor Investment AG
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|---|---|
| CRD # | 283227 |
| SEC # | 801-107717 |
| CIK # | |
| AUM | 2,244.9 M (2026-02-05) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 410434438383 |
| Address | Loewenstrasse 3 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 522 | 2.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 2.2 |
| By Discretionary | ||
| Discretionary | 454 | 2.0 |
| Non-Discretionary | 68 | 0.2 |
| Total | 522 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 0.1 | |
| Total | 522 | 2.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Retail |
| LEI | 5299009KXD46BE6FFL81 |
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