Beck Asset Management Ag
- Regulatory AUM
- $48.2M
- Discretionary
- $48.2M
- Clients
- 24
- Avg AUM / client
- $2.0M
- Accounts
- 24
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $3.8M | 7.85% |
| High net worth individuals | 11 | $44.4M | 92.1% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mosbacher, Jizchak Arjeh | Ceo, Cco And Board Of Director | Apr 2012 (14y) | Less than 5% | |
| Beck, Jakob, Natan | Owner | Mar 2021 (5y) | 50% – 75% | |
| Elias, Reinhard, Peter | Coo, Cfo | Feb 2022 (5y) | Less than 5% |
Undisclosed: 15% – 50% of the firm is not attributable from the filed Schedule A bands.
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) | 03/12/2026 | 1.02 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Bank Vontobel Ag $25.8M (54% of AUM) Mar 2026
- Dz Prinvatbank (Schweiz) Ag $20.7M (43% of AUM) Mar 2026
- Swissquote Bank Sa $485K (1% of AUM) Mar 2026
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 12, 2026.
View current Form ADV (SEC/IAPD) ↗