Kaiser Partner Financial Advisors Ltd.
● SEC registered since 2009CRD 149431SEC# 801-70234Zurich
Reg. AUM
$1.76B
Employees
6
Accounts
304
Location
Zurich
Kaiser Partner Financial Advisors Ltd. assets under management
Kaiser Partner Financial Advisors Ltd. is a registered investment adviser overseen by the SEC based in Zurich. The firm has been registered since 2009. It reports $1.8 billion in regulatory assets under management and employs 6 people.
Kaiser Partner Financial Advisors Ltd. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benedikt Friedrich Kaiser Control | Member Board Of Directors | Under 5% | 2018 |
| Christian Nmn Reich Control | Chairman, Board Of Directors | Under 5% | 2020 |
| Gabriel Nicolas Larumbe | Chief Compliance Officer, Chief Legal Officer | Under 5% | 2022 |
| Kaiser Partner Privatbank AG Control | Shareholder | Over 75% | 2020 |
| Remo Nmn Tiefenauer Control | Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Senior Client Advisor | Under 5% | 2017 |
| Fritz Walter Kaiser Control | Trustee | — | 2017 |
| Kbb Holding AG Control | Shareholder | Over 75% | 2018 |
| Kbb Stiftung Control | Shareholder | Over 75% | 2018 |
| Otmar Nmn Hasler Control | Trustee | — | 2017 |
Frequently asked questions
How much does Kaiser Partner Financial Advisors Ltd. manage?
Kaiser Partner Financial Advisors Ltd. reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Kaiser Partner Financial Advisors Ltd. have?
Kaiser Partner Financial Advisors Ltd. reports 6 employees.
Where is Kaiser Partner Financial Advisors Ltd. located?
Kaiser Partner Financial Advisors Ltd. is based in Zurich and has been SEC-registered since 2009.
Does Kaiser Partner Financial Advisors Ltd. disclose fund performance?
Kaiser Partner Financial Advisors Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16 Freigutstrasse, Zurich 8002 |
| Phone | +41 44 752 51 52 |
| Fax | +41 44 752 51 53 |
| Office hours | 09:00 a.m. - 05:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$1.76B▲ 80%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$1.76Bregulatory AUM
Discretionary $326.9MNon-discretionary $1.44B