Julius Bär Group Ag
$169M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$68.6M
$169M
2023
2025
Same-firm comparison: 2 firms that reported Julius Bär Group Ag in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2023 is shown but partial — only FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Pinvest Llc | $92.2M | $377M | 24.4% | 01/30/2026 |
| Wembley Strategic Advisory Llc | $76.6M | $695M | 11.0% | 03/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.