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Avalor Investment AG

● SEC registered since 2016CRD 283227SEC# 801-107717Zurich
Export (members)
Reg. AUM
$2.24B
Employees
20
Accounts
522
Location
Zurich

Avalor Investment AG assets under management

Avalor Investment AG is a registered investment adviser overseen by the SEC based in Zurich. The firm has been registered since 2016. It reports $2.2 billion in regulatory assets under management and employs 20 people.

Avalor Investment AG owners & executives

11 reported
NameTitleOwnershipSince
Amaury Nmn Jordan ControlFounder Of Advisory Council10-25%2021
Andrea-Reto Nmn Mueller ControlRelationship Manager10-25%2024
Anja Nmn RoemerRelationshipmanager10-25%2016
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Frequently asked questions

How much does Avalor Investment AG manage?

Avalor Investment AG reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Avalor Investment AG have?

Avalor Investment AG reports 20 employees.

Where is Avalor Investment AG located?

Avalor Investment AG is based in Zurich and has been SEC-registered since 2016.

Does Avalor Investment AG disclose fund performance?

Avalor Investment AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLoewenstrasse 3, Zurich 8001
Phone41 (0)43 443 8383
Fax41 (0)43 443 8390
Office hours08.00 - 17.00
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$2.24B▲ 23%
Feb '25 — $1.82BMar '25 — $1.82BApr '25 — $1.82BMay '25 — $1.82BJun '25 — $1.82BJul '25 — $1.82BAug '25 — $1.82BSep '25 — $1.82BOct '25 — $1.82BNov '25 — $1.82BDec '25 — $1.82BJan '26 — $1.82BFeb '26 — $2.24BMar '26 — $2.24BApr '26 — $2.24BMay '26 — $2.24BJun '26 — $2.24B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers

Assets under management

$2.24Bregulatory AUM
Discretionary $2BNon-discretionary $243.1M