AUMdb

Amalia Partner Ag

SEC-registered Investment Adviser · Boutique (under $100M) CRD 338138 · SEC file 801-135009 · Zurich · amaliapartner.ch
☆ Save with Pro ADV data as of Jan 31, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
2

AUM over time

$0 $0
Nov 21, 2025 Jan 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 31, 2026

Who they serve

Client typeClientsAUM% of AUM

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/31/2026 864 KB 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
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 31, 2026.

View current Form ADV (SEC/IAPD) ↗