KAISER PARTNER FINANCIAL ADVISORS LTD.
  • KAISER PARTNER FINANCIAL ADVISORS LTD.
  • KAISER PARTNER FINANCIAL ADVISORS AG
  • KAISER RITTER PARTNER MANAGEMENT SERVICES ANSTALT
  • KAISER RITTER PARTNER FINANCIAL ADVISORS AG

Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 05/27/2009
ADV Location Z�RICH, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 1,764,772,779 80%
of that, discretionary 326,852,954 27%
Number of Employees 6 20%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 5,805,174 70%
% High Net Worth 51.15% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 822M 616M 411M 205M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ERNST & YOUNG LTD Filing Date12/19/2025 Form ADV-E View Report
Accounting Firm Name ERNST & YOUNG LTD Filing Date04/15/2025 Form ADV-E View Report
Accounting Firm Name ERNST & YOUNG LTD. Filing Date03/27/2024 Form ADV-E View Report

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