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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marcuard Family Office Ltd
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|---|---|
| CRD # | 155003 |
| SEC # | 801-71914 |
| CIK # | 0001538112 |
| AUM | $6.8 B (2025-05-20) |
| Employees | 38 (47% Investors, 0% Brokers) |
| Phone | 41433446000 |
| Address | Bellerivestrasse 36 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | MFO IDF I BVI LP | 2012-03-21 | 21.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.0 |
| (b) Individuals (high net worth individuals) | 60 | 4.3 |
| (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 | 1 | 0.1 |
| (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 | 55 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 378 | 6.8 |
| By Discretionary | ||
| Discretionary | 161 | 3.2 |
| Non-Discretionary | 217 | 3.7 |
| Total | 378 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 0.5 | |
| Total | 378 | 6.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001538112] |
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