Kaiser Partner Privatbank
$676M reported client assets across 5 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Kaiser Partner Privatbank in both FY2022 and FY2023 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, 2019, 2020, 2021 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Kaiser Partner Financial Advisors Ltd. | $537M | $564M | 95.2% | 03/28/2024 |
| Bfi Infinity Ltd. | $45.8M | $482M | 9.5% | 03/12/2024 |
| Lighthouse Swiss Wealth Advisors Ag | $44.3M | $52.8M | 83.8% | 03/05/2024 |
| Bvb And Partners S.A. | $26.0M | $82.1M | 31.6% | 03/27/2024 |
| Weber Hartmann Vrijhof & Partners Ltd. | $23.9M | $163M | 14.6% | 03/28/2024 |
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.