Asset manager · Zurich, Switzerland
Bellecapital International
Bellecapital International AG · SEC-registered investment adviser · CRD 158348 · SEC 801-72584
At a glance
Bellecapital International is an SEC-registered investment adviser based in Zurich, Switzerland, with $2.0 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is other, and it reports 157 individual clients. By Form ADV it is a asset manager, ranked 1,059th of 3,218 asset managers and 3,676th of 17,210 SEC-registered advisers by assets.
Main office +41442681170bellecapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.0B
- Rank among asset managers
- #1,059 of 3,218
- Rank among all SEC RIAs
- #3,676 of 17,210
- Individual clients
- 157
- High-net-worth clients
- 112
- Accounts
- 359
- Discretionary
- 91% of AUM
- Employees
- 18
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Markus N. EberleChairman of the Board
- Curtis M. ChildsSenior Advisor and Board Member
- JOCHEN R. VOGLERSenior Advisor and Deputy CEO
- Jeffrey W. SullivanSenior Advisor
- Benedikt EichenbergerSenior Portfolio Manager
- Pascal KueenziSenior Advisor
- Raquel Fonseca Elizardo BritoChief Compliance Officer
- Tobias A. FaesChief Executive Officer
Custody and brokerage
4 custodians
- Rahn + Bodmer$500M36%
- Banque Pictet ET CIE. S.A.$343M25%
- Bank Julius Baer & Co. AG$335M24%
- Northern Trust$200M15%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 83 | $656M | 33% |
| Corporations or other businesses | 48 | $611M | 31% |
| High-net-worth individuals | 112 | $584M | 30% |
| Pooled investment vehicles | 1 | $68M | 3% |
| Individuals | 45 | $20M | 1% |
| Insurance companies | 1 | $16M | <1% |
| Pension and profit sharing plans | 1 | $6M | <1% |
Private funds
Bellecapital International reports 1 private funds with $68M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Bellecapital International 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
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 ↗bellecapital.com ↗
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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, ten years of filings
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- Rank against 919 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Bellecapital International manage?
Bellecapital International reports $2.0 billion in regulatory assets under management across 359 accounts, 91% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Bellecapital International?
Bellecapital International is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bellecapital International’s clients?
By assets, its largest client types are other ($656 million, 83 clients); corporations or other businesses ($611 million, 48 clients); high-net-worth individuals ($584 million, 112 clients).
Does Bellecapital International manage private funds?
Yes. It reports 1 private funds with $68 million in gross assets, including hedge funds.
Does Bellecapital International have any disciplinary history?
Bellecapital International 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 Bellecapital International’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 (2026-03-25), 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 →