Kaiser Partner Financial Advisors Ltd.
- Regulatory AUM
- $1.8B
- Discretionary
- $327M
- Clients
- 215
- Avg AUM / client
- $8.2M
- Accounts
- 304
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 31 | $13.9M | 0.79% |
| High net worth individuals | 111 | $446M | 25.3% |
| Charitable organizations | Fewer than 5 clients | $8.6M | 0.49% |
| Insurance companies | Fewer than 5 clients | $8.6M | 0.49% |
| Corporations and other businesses | 73 | $1.3B | 73.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hasler, Otmar, Nmn | Trustee | Oct 2017 (9y) | GP / trustee / elected manager of Kbb Stiftung (indirect) | |
| Kaiser, Fritz, Walter | Trustee | Oct 2017 (9y) | GP / trustee / elected manager of Kbb Stiftung (indirect) | |
| Kaiser, Benedikt, Friedrich | Member Board Of Directors | Sep 2018 (8y) | Less than 5% | |
| Reich, Christian, Nmn | Chairman, Board Of Directors | Jan 2020 (7y) | Less than 5% | |
| Larumbe, Gabriel, Nicolás | Chief Compliance Officer, Chief Legal Officer | Mar 2022 (4y) | Less than 5% | |
| Emanuel Luca Girardi | Registered representative | CFA | Jun 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kaiser Partner Privatbank Ag | Shareholder | Jan 2020 | A | 75% or more |
| Kbb Stiftung | Shareholder | Jan 2018 | B | ≈ 42.19% – 100% via Kbb Holding Ag |
| Kbb Holding Ag | Shareholder | Jan 2018 | B | ≈ 56.25% – 100% via Kaiser Partner Privatbank Ag |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kbb Stiftung: 75% – 100% of Kbb Holding Ag × 75% – 100% of Kaiser Partner Privatbank Ag × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kbb Holding Ag: 75% – 100% of Kaiser Partner Privatbank Ag × 75% – 100% direct ≈ 56.25% – 100% 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) | 04/28/2026 | 1.2 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Kaiser Partner Privatbank $1.2B (69% of AUM) Apr 2026
- Efg Bank Ag $474M (27% of AUM) Apr 2026
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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗