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Margna Peak Advisors AG

● SEC registered since 2003CRD 128649SEC# 801-62473Zurich
Export (members)
Reg. AUM
$372.5M
Employees
4
Accounts
48
Location
Zurich

Margna Peak Advisors AG assets under management

Margna Peak Advisors AG is an investment advisory firm registered with the SEC based in Zurich. The firm has been registered since 2003. It reports $372.5 million in regulatory assets under management and employs 4 people.

Margna Peak Advisors AG owners & executives

13 reported
NameTitleOwnershipSince
Alexandre Weintraub ControlChairmanUnder 5%2017
Anja Tessa Schmid ControlChief Compliance OfficerUnder 5%2026
Belvoir Capital AG ControlShareholder25-50%2017
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Frequently asked questions

How much does Margna Peak Advisors AG manage?

Margna Peak Advisors AG reports $372.5 million in regulatory assets under management on its Form ADV.

How many employees does Margna Peak Advisors AG have?

Margna Peak Advisors AG reports 4 employees.

Where is Margna Peak Advisors AG located?

Margna Peak Advisors AG is based in Zurich and has been SEC-registered since 2003.

Does Margna Peak Advisors AG disclose fund performance?

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

Contact & registration

AddressTodistrasse 16, Zurich CH-8002
Phone41-43-244-7550
Office hours9.00-17.00
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$372.5M▲ 30%
Mar '25 — $286.8MApr '25 — $286.8MMay '25 — $286.8MJun '25 — $286.8MJul '25 — $286.8MAug '25 — $286.8MSep '25 — $286.8MOct '25 — $286.8MNov '25 — $286.8MDec '25 — $286.8MJan '26 — $372.5MFeb '26 — $372.5MMar '26 — $372.5MApr '26 — $372.5MMay '26 — $372.5MJun '26 — $372.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$372.5Mregulatory AUM
Discretionary $189.7MNon-discretionary $182.8M