Climber Capital Sa
- Regulatory AUM
- $625M
- Discretionary
- $531M
- Clients
- 94
- Avg AUM / client
- $6.7M
- Accounts
- 94
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 92 | $599M | 95.8% |
| Charitable organizations | 2 | $26.1M | 4.18% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bachmann, Laurent, André | Ceo And Director | Apr 2014 (12y) | 50% – 75% | |
| Bachmann, Clément, Ferdinand Théophile | Director | Aug 2016 (10y) | Less than 5% | |
| Heppel, Thomas, Walter Léonard | Chairman And Director | Aug 2016 (10y) | Less than 5% | |
| Balmer, Matthieu, Yves | Managing Director | Nov 2016 (10y) | 25% – 50% | |
| Zagolin, Rene | Director | Sep 2018 (8y) | Less than 5% | |
| Dimitrakakis, Melina, A | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/20/2026 | 913 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Banque Pictet & Cie Sa $237M (38% of AUM) Mar 2026
- Edmond De Rothschild (Europe) S.A. $204M (33% of AUM) Mar 2026
- Bank Pictet $150M (30% of AUM) Dec 2023
- Bank Edmond De Rothschild (Suisse) 5 A $145M (30% of AUM) Dec 2023
- UBS $90.5M (14% of AUM) Mar 2026
- Credit Suisse Ag $74.0M (14% of AUM) Mar 2024
- One Swiss Bank $40.1M (13% of AUM) Mar 2022
- Bank Profil De Gestion $39.9M (17% of AUM) Mar 2021
- Bank Vontobel Ag $35.8M (12% of AUM) Mar 2022
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: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗