Bank Julius Bär & Co. Ag
$823M reported client assets across 6 advisory firms in FY2022 annual amendments
Reported client assets over time
$683M
$955M
2017
2022
Same-firm comparison: 6 firms that reported Bank Julius Bär & Co. Ag in both FY2021 and FY2022 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. 2017, 2018 are shown but partial — only FY2017: 3 cohort firms, FY2018: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Avalor Investment Ag | $419M | $2.1B | 20.2% | 03/09/2023 |
| Proventus Ag Vermögensverwaltung | $158M | $605M | 26.1% | 03/20/2023 |
| Pioneer Family Office, Llc | $115M | $626M | 18.4% | 03/10/2023 |
| Ventira Private Wealth Management Ltd. | $99.0M | $437M | 22.6% | 03/03/2023 |
| Parkview Ltd. | $30.9M | $289M | 10.7% | 03/20/2023 |
| Pioneer Administrative Services Ltd | $1.4M | $1.3M | 103.3% | 03/28/2023 |
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.