Margna Peak Advisors AG
● SEC registered since 2003CRD 128649SEC# 801-62473Zurich
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandre Weintraub Control | Chairman | Under 5% | 2017 |
| Anja Tessa Schmid Control | Chief Compliance Officer | Under 5% | 2026 |
| Belvoir Capital AG Control | Shareholder | 25-50% | 2017 |
| Deepak Soni Control | Ceo / Board Member | 25-50% | 2021 |
| Sabina Barbara Weber Sauser Control | Board Member, Cio | 25-50% | 2021 |
| Antipodes SA Control | Shareholder | 25-50% | 1992 |
| Auriga Holding SA Control | Shareholder | Over 75% | 2016 |
| Massimo Trabaldo Togna Control | Shareholder | 25-50% | 2006 |
| Massimo Trabaldo Togna Control | Shareholder | 25-50% | 2006 |
| Pkb Private Bank SA Control | Shareholder | Over 75% | 2024 |
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Join to unlock · $37/moFrequently 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
| Address | Todistrasse 16, Zurich CH-8002 |
| Phone | 41-43-244-7550 |
| Office hours | 9.00-17.00 |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$372.5M▲ 30%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers
Assets under management
$372.5Mregulatory AUM
Discretionary $189.7MNon-discretionary $182.8M