Margna Peak Advisors Ag
- Regulatory AUM
- $372M
- Discretionary
- $190M
- Clients
- 48
- Avg AUM / client
- $7.8M
- Accounts
- 48
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 48 | $372M | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Trabaldo Togna, Massimo | Shareholder | Feb 2006 (21y) | ≈ 0.59% – 9.38% via Plenitude Sa | |
| Trabaldo Togna, Umberto | Shareholder | Feb 2006 (21y) | ≈ 0.59% – 9.38% via Plenitude Sa | |
| Weintraub, Alexandre | Chairman | Dec 2017 (9y) | Less than 5% | |
| Deepak Soni | Ceo / Board Member | Jun 2021 (5y) | 25% – 50% | |
| Sabina Barbara Weber Sauser | Board Member, Cio | Aug 2021 (5y) | 25% – 50% | |
| Stumm, Katharina | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Bauke, Steffen | Shareholder | Jan 2022 (5y) | ≈ 6.25% – 25% via Belvoir Capital Ag |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Belvoir Capital Ag | Shareholder | Jan 2017 | A | 25% – 50% |
| Auriga Holding Sa | Shareholder | Dec 2016 | B | ≈ 9.38% – 37.5% via Pkb Private Bank Sa |
| Pkb Private Bank Sa | Shareholder | Mar 2024 | B | ≈ 12.5% – 37.5% via Belvoir Capital Ag |
| Plenitude Sa | Shareholder | Jul 1992 | B | ≈ 2.34% – 18.75% via Auriga Holding Sa |
| Antipodes Sa | Shareholder | Jul 1992 | B | ≈ 2.34% – 18.75% via Auriga Holding Sa |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Trabaldo Togna, Massimo: 25% – 50% of Plenitude Sa × 25% – 50% of Auriga Holding Sa × 75% – 100% of Pkb Private Bank Sa × 50% – 75% of Belvoir Capital Ag × 25% – 50% direct ≈ 0.59% – 9.38% of the firm
- Trabaldo Togna, Umberto: 25% – 50% of Plenitude Sa × 25% – 50% of Auriga Holding Sa × 75% – 100% of Pkb Private Bank Sa × 50% – 75% of Belvoir Capital Ag × 25% – 50% direct ≈ 0.59% – 9.38% of the firm
- Bauke, Steffen: 25% – 50% of Belvoir Capital Ag × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Auriga Holding Sa: 75% – 100% of Pkb Private Bank Sa × 50% – 75% of Belvoir Capital Ag × 25% – 50% direct ≈ 9.38% – 37.5% of the firm
- Pkb Private Bank Sa: 50% – 75% of Belvoir Capital Ag × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Plenitude Sa: 25% – 50% of Auriga Holding Sa × 75% – 100% of Pkb Private Bank Sa × 50% – 75% of Belvoir Capital Ag × 25% – 50% direct ≈ 2.34% – 18.75% of the firm
- Antipodes Sa: 25% – 50% of Auriga Holding Sa × 75% – 100% of Pkb Private Bank Sa × 50% – 75% of Belvoir Capital Ag × 25% – 50% direct ≈ 2.34% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Bank Julius Baer & Co. Ltd. $111M (30% of AUM) Feb 2026
- Ubp Union Bancaire Privée $110M (30% of AUM) Feb 2026
- Bank Vontobel Ag $70.8M (19% of AUM) Feb 2026
- Dreyfus Söhne & Cie Ag, Banquiers $57.8M (16% of AUM) Feb 2026
- Efg International Ag $5.9M (3% of AUM) Aug 2024
- Vontobelbank Vontobel Ag $2.9M (3% of AUM) Dec 2021
- Banque Cramer & Cie Sa $1.9M (1% of AUM) Jan 2023
- Interactive Brokers $1.7M (1% of AUM) Jan 2023
- Edmond De Rothschild Monaco $1.5M (1% of AUM) Aug 2024
- Canque Cramer & Cie Sa $1.0M (1% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗