Asset manager · Zürich, Switzerland
Kaiser Partner Financial Advisors LTD.
SEC-registered investment adviser · CRD 149431 · SEC 801-70234
At a glance
Kaiser Partner Financial Advisors LTD. is an SEC-registered investment adviser based in Zürich, Switzerland, with $1.8 billion in regulatory assets under management as of its Form ADV filed April 28, 2026. Its largest client group by assets is corporations or other businesses, and it reports 142 individual clients. By Form ADV it is a asset manager, ranked 1,102nd of 3,218 asset managers and 3,898th of 17,210 SEC-registered advisers by assets.
Main office +41447525152kaiserpartner.financialLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among asset managers
- #1,102 of 3,218
- Rank among all SEC RIAs
- #3,898 of 17,210
- Individual clients
- 142
- High-net-worth clients
- 111
- Accounts
- 304
- Discretionary
- 19% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Remo N. TiefenauerChief Executive Officer, Chief Financial Officer, Chief Operating Officer, Senior Client Advisor
- Benedikt F. KaiserMember Board of Directors
- Christian N. ReichChairman, Board of Directors
- Gabriel N. LarumbeChief Compliance Officer, Chief Legal Officer
Custody and brokerage
2 custodians
- Kaiser Partner Privatbank AGAffiliate of the firm$1.2B72%
- EFG Bank AG$474M28%
Other RIAs using Kaiser Partner Privatbank AGOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 73 | $1.3B | 73% |
| High-net-worth individuals | 111 | $446M | 25% |
| Individuals | 31 | $14M | <1% |
| Charitable organizations | – | $9M | <1% |
| Insurance companies | – | $9M | <1% |
Disciplinary disclosures
Kaiser Partner Financial Advisors LTD. 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 businesses and institutions
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kaiserpartner.financial ↗
AtlasMembers
The full record on Kaiser Partner Financial Advisors LTD.
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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- Growth over one, three and five years
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- Rank against 927 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Kaiser Partner Financial Advisors LTD. manage?
Kaiser Partner Financial Advisors LTD. reports $1.8 billion in regulatory assets under management across 304 accounts, 19% of it on a discretionary basis, on its Form ADV filed April 28, 2026.
What kind of firm is Kaiser Partner Financial Advisors LTD.?
Kaiser Partner Financial Advisors LTD. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Kaiser Partner Financial Advisors LTD.’s clients?
By assets, its largest client types are corporations or other businesses ($1.3 billion, 73 clients); high-net-worth individuals ($446 million, 111 clients); individuals ($14 million, 31 clients).
Does Kaiser Partner Financial Advisors LTD. have any disciplinary history?
Kaiser Partner Financial Advisors LTD. 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 Kaiser Partner Financial Advisors LTD.’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 (2026-04-28), 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 →