Bank Julius Baer & Co. Ltd.
$2.5B reported client assets across 13 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 10 firms that reported Bank Julius Baer & Co. Ltd. in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 5 cohort firms, FY2018: 5 cohort firms, FY2019: 5 cohort firms, FY2020: 4 cohort firms, FY2021: 7 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Galilei Investment Office Llp | $717M | $977M | 73.4% | 03/28/2024 |
| Bellecapital International Ag | $416M | $1.6B | 26.0% | 03/19/2024 |
| Alpen Partners International Ag | $339M | $1.0B | 33.1% | 03/27/2024 |
| Row Asset Management, Llc | $215M | $2.4B | 8.9% | 03/28/2024 |
| Swisspartners Advisors Ag | $208M | $551M | 37.8% | 03/27/2024 |
| Gam London Limited | $201M | $20.3B | 1.0% | 03/28/2024 |
| Litvak Wealth, Llc | $121M | $449M | 27.1% | 03/07/2024 |
| Pilotage Private Wealth Ag | $115M | $160M | 72.1% | 03/26/2024 |
| Troy Asset Management Ltd | $102M | $18.2B | 0.6% | 07/28/2023 |
| Bfi Infinity Ltd. | $53.3M | $482M | 11.1% | 03/12/2024 |
| Rubin Overseas Ltd. | $28.9M | $84.9M | 34.1% | 03/27/2024 |
| 33 Capital Management Llc | $10.8M | $103M | 10.5% | 03/22/2024 |
| Margna Peak Advisors Ag | $8.5M | $224M | 3.8% | 03/28/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.