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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Swisspartners Advisors AG
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|---|---|
| CRD # | 148721 |
| SEC # | 801-69940 |
| CIK # | 0001805754 |
| AUM | $609.1 M (2025-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 41582000800 |
| Address | Am Schanzengraben 23 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.9 | ||
| Horton D R Inc /DE/ | 9.6 | ||
| Fiat Chrysler Automobiles NV | 7.7 | ||
| Alaska Air Group Inc | 7.4 | ||
| Sirius XM Radio Inc | 7.2 | ||
| APA Corp | 6.8 | ||
| LyondellBasell Industries NV | 6.1 | ||
| Occidental Petroleum Corp /DE/ | 5.5 | ||
| Marathon Petroleum Corp | 4.4 | ||
| Dow Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 167.5 |
| (b) Individuals (high net worth individuals) | 34 | 190.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 154.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 96.9 |
| (n) Other | 0 | 0.0 |
| Total | 104 | 609.1 |
| By Discretionary | ||
| Discretionary | 104 | 609.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 104 | 609.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 300.2 | |
| United States Persons | 308.9 | |
| Total | 104 | 609.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001805754] |
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|---|---|---|
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AAF Wealth Management LLC
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MA | 0.6 |
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Central Valley Advisors LLC
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CA | 0.6 |
|
Oliver Lagore Vanvalin Investment Group Inc
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MI | 0.6 |
|
Optima Asset Management Inc
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TX | 0.6 |