Wealth manager, independent · Nyon, Vaud, Switzerland
Climber Capital SA
SEC-registered investment adviser · CRD 284784 · SEC 801-108264
At a glance
Climber Capital SA is an SEC-registered investment adviser based in Nyon, Vaud, Switzerland, with $625 million in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 92 individual clients. By Form ADV it is a wealth manager, ranked 2,394th of 8,915 wealth managers and 6,950th of 17,210 SEC-registered advisers by assets.
Main office +41223616611climbercapital.chAs filed on Form ADV
- Regulatory AUM
- $625M
- Rank among wealth managers
- #2,394 of 8,915
- Rank among all SEC RIAs
- #6,950 of 17,210
- Individual clients
- 92
- High-net-worth clients
- 92
- Accounts
- 94
- Discretionary
- 85% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Thomas W. HeppelMember of Management
- Erika BeaumierDirector
- Matthieu Y. BalmerCEO and Director
- Rene ZagolinDirector, Chairman of the Board
- Melina A DimitrakakisChief Compliance and Risk Officer
- Philippe A. GivelDirector
- Marc GeigerCIO / Head of Investments
Custody and brokerage
3 custodians
- Banque Pictet & CIE SA$237M45%
- Edmond De Rothschild (suisse) SA$204M38%
- UBS$90M17%
Other RIAs using Banque Pictet & CIE SAOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 92 | $599M | 96% |
| Charitable organizations | 2 | $26M | 4% |
Disciplinary disclosures
Climber Capital SA 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
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗climbercapital.ch ↗
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The full record on Climber Capital SA
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, 9 years of filings
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- Growth over one, three and five years
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- Rank against 4,834 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 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 Climber Capital SA manage?
Climber Capital SA reports $625 million in regulatory assets under management across 94 accounts, 85% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Climber Capital SA?
Climber Capital SA 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 Climber Capital SA’s clients?
By assets, its largest client types are high-net-worth individuals ($599 million, 92 clients); charitable organizations ($26 million, 2 clients).
Does Climber Capital SA have any disciplinary history?
Climber Capital SA 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 Climber Capital SA’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 (2026-03-20), 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 →