Data / Investment advisers / Avalor Investment AG
Avalor Investment AG, Zurich, Switzerland: $2.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Avalor Investment AG is an SEC registered investment adviser with its main office in Zurich, Switzerland and reports $2.2 billion in regulatory assets under management in its Form ADV filed February 5, 2026. Its clients include individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 283227
- SEC file number
- 801-107717
- SEC status
- Approved, effective April 19, 2016
- Main office
- Loewenstrasse 3, Zurich, Switzerland 8001
- Phone
- 41 (0)43 443 8383
- Website
- avalor.ch
- Regulatory AUM
- $2,244,937,195 in the Form ADV filed February 5, 2026
- Discretionary AUM
- $2,001,791,811
- Non discretionary AUM
- $243,145,384
- Accounts
- 522
- Employees
- 20, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 522 | $2.24 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $2.24 billion | February 5, 2026 |
| December 1, 2025 | $1.82 billion | February 24, 2025 |
Also on SpecStream
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Avalor Investment AG on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.