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| Marcuard Family Office Ltd
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|
|---|---|
| CRD # | 155003 |
| SEC # | 801-71914 |
| CIK # | 0001538112 |
| AUM | $5.9 BB (2023-03-30) |
| Employees | 34 (47% Investors, 0% Brokers) |
| Phone | 41433446000 |
| Address | Zollstrasse 62 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | MFO IDF I BVI LP | 2012-03-21 | 21.6 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.0 |
| (b) Individuals (high net worth individuals) | 69 | 3.9 |
| (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 | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 371 | 5.9 |
| By Discretionary | ||
| Discretionary | 150 | 3.0 |
| Non-Discretionary | 221 | 2.9 |
| Total | 371 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.5 | |
| United States Persons | 0.4 | |
| Total | 371 | 5.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001538112] |
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|---|---|---|
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Dowling & Yahnke LLC
✚
|
CA | 6.1 |
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Altair Advisers LLC
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|
IL | 6.0 |
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MI | 6.0 |
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Frontier Asset Management LLC
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WY | 5.9 |
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Cambridge Associates Ltd LLC
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MA | 5.9 |
|
Synovus Securities Inc
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GA | 5.8 |
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FNB Investment Advisors Inc
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PA | 5.7 |
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Advisors Capital Management LLC
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NJ | 5.6 |
|
Merit Financial Group LLC
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GA | 5.5 |
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Northwest Capital Management Inc
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OR | 5.5 |