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Kaiser Partner Financial Advisors Ltd.

● SEC registered since 2009CRD 149431SEC# 801-70234Zurich
Export (members)
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
NameTitleOwnershipSince
Benedikt Friedrich Kaiser ControlMember Board Of DirectorsUnder 5%2018
Christian Nmn Reich ControlChairman, Board Of DirectorsUnder 5%2020
Gabriel Nicolas LarumbeChief Compliance Officer, Chief Legal OfficerUnder 5%2022
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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

Address16 Freigutstrasse, Zurich 8002
Phone+41 44 752 51 52
Fax+41 44 752 51 53
Office hours09:00 a.m. - 05:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$1.76B▲ 80%
Mar '25 — $981.7MApr '25 — $981.7MMay '25 — $981.7MJun '25 — $981.7MJul '25 — $981.7MAug '25 — $981.7MSep '25 — $981.7MOct '25 — $981.7MNov '25 — $981.7MDec '25 — $981.7MJan '26 — $981.7MFeb '26 — $981.7MMar '26 — $1.76BApr '26 — $1.76BMay '26 — $1.76BJun '26 — $1.76B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.76Bregulatory AUM
Discretionary $326.9MNon-discretionary $1.44B