|
⚲
|
| Marcuard Family Office Ltd
✚
|
|
|---|---|
| CRD # | 155003 |
| SEC # | 801-71914 |
| CIK # | 0001538112 |
| AUM | $8.7 B (2026-04-21) |
| Employees | 36 (53% Investors, 0% Brokers) |
| Phone | 41433446000 |
| Address | Bellerivestrasse 36 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | MFO IDF I BVI LP | 2012-03-21 | 21.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 5.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 380 | 8.7 |
| By Discretionary | ||
| Discretionary | 155 | 4.1 |
| Non-Discretionary | 225 | 4.6 |
| Total | 380 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 0.6 | |
| Total | 380 | 8.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001538112] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Axxcess Wealth Management LLC
✚
|
CA | 8.9 |
|
Snowden Capital Advisors LLC
✚
|
NY | 8.9 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 8.8 |
|
US Capital Wealth Advisors LLC
✚
|
TX | 8.8 |
|
TD Private Client Wealth LLC
✚
|
NY | 8.6 |
|
One Capital Management LLC
✚
|
CA | 8.5 |
|
Northwest Capital Management Inc
✚
|
OR | 8.5 |
|
Synovus Securities Inc
✚
|
GA | 8.4 |
|
Zhang Financial LLC
✚
|
MI | 8.4 |
|
Jonathan Roberts Advisory Group Inc
✚
|
FL | 8.2 |