The MARCUARD FAMILY OFFICE LTD is a privately held investment adviser that advises $8.66Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MARCUARD FAMILY OFFICE LTD is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 72.29% over the last 5-years.
The Group has been registered with the SEC for 15.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at BELLERIVESTRASSE 36, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 36 employees comprised of 19 investment and 17 non-investment staff. The total number of Employees increased by 16.13% over the last 5-years.
Their $8.66Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 61 other accounts. Assets of High Net Worth Individuals clients own $5.51Bn or 63.66% of Total Assets and Corporations or Other Businesses own $3.1Bn or 35.82% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
MARCUARD FAMILY OFFICE LTD names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.