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Wealth manager, independent · Freienbach, Switzerland

Alpen Partners International AG

SEC-registered investment adviser · CRD 291759 · SEC 801-112639

At a glance

Alpen Partners International AG is an SEC-registered investment adviser based in Freienbach, Switzerland, with $2.0 billion in regulatory assets under management as of its Form ADV filed April 21, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 738 individual clients. By Form ADV it is a wealth manager, ranked 773rd of 8,915 wealth managers and 3,597th of 17,210 SEC-registered advisers by assets.

Main office +0041581057550alpeninternational.comLinkedInAs filed on Form ADV

Regulatory AUM
$2.0B
Rank among wealth managers
#773 of 8,915
Rank among all SEC RIAs
#3,597 of 17,210
Individual clients
738
High-net-worth clients
738
Accounts
738
Discretionary
57% of AUM
Employees
57
Advisory staff
37
Offices
4

Owners and executives on its Form ADV

Custody and brokerage

3 custodians

  1. Bank Julius Baer & Co LTD$724M50%
  2. Banque Pictet & CIE S.A.$526M36%
  3. Bank J. Safra Sarasin AG$209M14%

Other RIAs using Bank Julius Baer & Co LTDOther multi-custodian RIAs

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals738$2.0B100%

Disciplinary disclosures

Alpen Partners International AG reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗alpeninternational.com ↗

AtlasMembers

The full record on Alpen Partners International AG

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 8 years of filings
Locked
Growth over one, three and five years
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Rank against 1,943 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Alpen Partners International AG manage?

Alpen Partners International AG reports $2.0 billion in regulatory assets under management across 738 accounts, 57% of it on a discretionary basis, on its Form ADV filed April 21, 2026.

What kind of firm is Alpen Partners International AG?

Alpen Partners International AG is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Alpen Partners International AG’s clients?

By assets, its largest client types are high-net-worth individuals ($2.0 billion, 738 clients).

Does Alpen Partners International AG have any disciplinary history?

Alpen Partners International AG reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Alpen Partners International AG’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →