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| Keyboard |
| Kaiser Partner Financial Advisors Ltd
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|---|---|
| CRD # | 149431 |
| SEC # | 801-70234 |
| CIK # | |
| AUM | 1,764.8 M (2026-04-28) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 41447525152 |
| Address | 16 Freigutstrasse Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 13.9 |
| (b) Individuals (high net worth individuals) | 111 | 446.0 |
| (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 | 8.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 8.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 73 | 1,287.7 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 1,764.8 |
| By Discretionary | ||
| Discretionary | 140 | 326.9 |
| Non-Discretionary | 164 | 1,437.9 |
| Total | 304 | 1,764.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 543.3 | |
| United States Persons | 1,221.4 | |
| Total | 304 | 1,764.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 (44 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 967600RK3WIELV3UBL60 |
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