|
⚲
|
| Keyboard |
| Climber Capital Sa
✚
|
|
|---|---|
| CRD # | 284784 |
| SEC # | 801-108264 |
| CIK # | 0002011229 |
| AUM | 625.4 M (2026-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 41223616611 |
| Address | Grandrue 15 Nyon Vaud, Switzerland |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 16.8 | ||
| Alphabet Inc | 3.7 | ||
| Apple Inc | 2.8 | ||
| Total Sa | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 599.3 |
| (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 | 2 | 26.1 |
| (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 | 94 | 625.4 |
| By Discretionary | ||
| Discretionary | 78 | 531.4 |
| Non-Discretionary | 16 | 94.0 |
| Total | 94 | 625.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 292.1 | |
| United States Persons | 333.3 | |
| Total | 94 | 625.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011229] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (47 non-US) |
| Serves | Retail |
| LEI | 529900V93MJGU5J73420 |
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|---|---|---|
|
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|
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|
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|
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|
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|
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|
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|
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✚
|
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|
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✚
|
MO | 623.8 M |
|
Oak Family Advisors LLC
✚
|
IL | 621.0 M |