Swisspartners Advisors Ag
- Regulatory AUM
- $892M
- Discretionary
- $892M
- Clients
- 90
- Avg AUM / client
- $9.9M
- Accounts
- 114
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 24 positions, $159,177,315)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apa Corporation | COM | $21,145,597 | 501,020 | 13.3% | 2.37% |
| 2 | Lyondellbasell Industries Nv | SHS - A - | $15,623,163 | 194,963 | 9.81% | 1.75% |
| 3 | Spdr Gold Tr | GOLD SHS | $15,272,049 | 35,690 | 9.59% | 1.71% |
| 4 | Spdr Index Shs Fds | STATE STREET SPD | $13,671,714 | 147,810 | 8.59% | 1.53% |
| 5 | D R Horton Inc | COM | $11,354,004 | 83,240 | 7.13% | 1.27% |
| 6 | Occidental Pete Corp | COM | $11,189,228 | 173,180 | 7.03% | 1.25% |
| 7 | Spdr Index Shs Fds | STATE STREET SPD | $11,106,680 | 282,890 | 6.98% | 1.25% |
| 8 | Ishares Tr | MRGSTR MD CP VAL | $10,854,908 | 128,740 | 6.82% | 1.22% |
| 9 | Totalenergies Se | ACT | $10,369,766 | 111,580 | 6.51% | 1.16% |
| 10 | Siriusxm Holdings Inc | COMMON STOCK | $9,624,706 | 419,336 | 6.05% | 1.08% |
| 11 | Stellantis N.V | SHS | $9,304,051 | 1,335,490 | 5.85% | 1.04% |
| 12 | Alaska Air Group Inc | COM | $7,079,001 | 193,540 | 4.45% | 0.79% |
| 13 | Marathon Pete Corp | COM | $4,958,159 | 20,410 | 3.11% | 0.56% |
| 14 | Ishares Tr | MSCI AC ASIA ETF | $1,955,837 | 20,425 | 1.23% | 0.22% |
| 15 | Ishares Tr | EUROPE ETF | $1,724,979 | 25,580 | 1.08% | 0.19% |
| 16 | Ishares Inc | MSCI PAC JP ETF | $917,140 | 17,355 | 0.58% | 0.1% |
| 17 | Ishares Inc | MSCI SWITZERLAND | $722,161 | 12,350 | 0.45% | 0.08% |
| 18 | Apple Inc | COM | $552,219 | 2,188 | 0.35% | 0.06% |
| 19 | Ubs Group Ag | SHS | $535,267 | 14,000 | 0.34% | 0.06% |
| 20 | Nvidia Corporation | COM | $303,511 | 1,750 | 0.19% | 0.03% |
| 21 | Ishares Inc | MSCI FRANCE ETF | $245,682 | 5,695 | 0.15% | 0.03% |
| 22 | Microsoft Corp | COM | $235,598 | 640 | 0.15% | 0.03% |
| 23 | Amrize Ltd | SHS | $216,685 | 4,000 | 0.14% | 0.02% |
| 24 | Technipfmc Plc | COM | $215,210 | 3,130 | 0.14% | 0.02% |
Top 25 of 24 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $304M | 34.1% |
| High net worth individuals | 32 | $209M | 23.5% |
| Insurance companies | Fewer than 5 clients | $180M | 20.2% |
| Corporations and other businesses | 17 | $199M | 22.3% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Spillmann, Dominique, Joerg | Chief Executive Officer | Nov 2008 (18y) | Less than 5% | |
| Kostkiewicz, Thomas, Stanislaus | Director / Chief Legal Officer | Jan 2012 (15y) | Less than 5% | |
| Ahluwalia, Peter, Gurleen Singh | Chief Investment Officer | Oct 2013 (13y) | Less than 5% | |
| Wintsch, Markus, Johannes | Director / Chairman Of The Board | Jul 2017 (9y) | Less than 5% | |
| Gottet, Gerhard, Theophil | Head Portfolio Management | Jul 2018 (8y) | Less than 5% | |
| Dietsche, Christian | Director | Dec 2019 (7y) | Less than 5% | |
| Chiarenza, Alessandro, Nmn | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Pierer, Stefan | Shareholder | Sep 2023 (3y) | ≈ 1.17% – 12.5% via Pierer Konzerngesellschaft Mbh | |
| Vogt, Werner | Shareholder | Sep 2023 (3y) | ≈ 4.69% – 25% via W. Vogt Holding Ag |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Swisspartners Group Ag | Shareholder | Dec 2016 | A | 75% or more |
| W. Vogt Holding Ag | Shareholder | Sep 2023 | B | ≈ 18.75% – 50% via Swisspartners Group Ag |
| Pierer Swiss Ag | Shareholder | Sep 2023 | B | ≈ 18.75% – 50% via Swisspartners Group Ag |
| Pierer Konzerngesellschaft Mbh | Shareholder | Sep 2023 | B | ≈ 4.69% – 25% via Pierer Swiss Ag |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pierer, Stefan: 25% – 50% of Pierer Konzerngesellschaft Mbh × 25% – 50% of Pierer Swiss Ag × 25% – 50% of Swisspartners Group Ag × 75% – 100% direct ≈ 1.17% – 12.5% of the firm
- Vogt, Werner: 25% – 50% of W. Vogt Holding Ag × 25% – 50% of Swisspartners Group Ag × 75% – 100% direct ≈ 4.69% – 25% of the firm
- W. Vogt Holding Ag: 25% – 50% of Swisspartners Group Ag × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Pierer Swiss Ag: 25% – 50% of Swisspartners Group Ag × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Pierer Konzerngesellschaft Mbh: 25% – 50% of Pierer Swiss Ag × 25% – 50% of Swisspartners Group Ag × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • SETUP FEE
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Julius Baer & Co. Ltd. $520M (58% of AUM) Mar 2026
- Pershing $125M (14% of AUM) Mar 2026
- Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers $99.8M (11% of AUM) Mar 2026
- Banque Pictet & Cie Sa $95.6M (11% of AUM) Mar 2026
- BNY Mellon $61.2M (11% of AUM) Nov 2022
- Dreyfus Soehne & Cie Ag, Banquiers $50.8M (11% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗