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| Keyboard |
| Marcuard Family Office Ltd
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|---|---|
| CRD # | 155003 |
| SEC # | 801-71914 |
| CIK # | 0001538112 |
| AUM | 8,661.8 M (2026-04-21) |
| Employees | 36 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 41433446000 |
| Address | Bellerivestrasse 36 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | MFO IDF I BVI LP | 2012-03-21 | 21.6 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 5.5 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 8.7 |
| By Discretionary | ||
| Discretionary | 155 | 4.1 |
| Non-Discretionary | 225 | 4.6 |
| Total | 380 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 0.6 | |
| Total | 380 | 8.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001538112] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.7B |
| Clients | 42 (86 non-US) |
| Serves | Institutional, Retail, Research |
| LEI | 25490062FTQ9WPTK8B78 |
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