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Data / Investment advisers / Bellecapital International

Bellecapital International, Zurich, Switzerland: $2 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Bellecapital International is an SEC registered investment adviser with its main office in Zurich, Switzerland and reports $2 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include corporations and other businesses, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.

The request: Watch Bellecapital International (CRD number 158348): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
158348
SEC file number
801-72584
SEC status
Approved, effective July 11, 2011
Legal name
Bellecapital International AG
Main office
Limmatquai 1, Zurich, Switzerland 8001
Phone
41 44 268 11 70
Regulatory AUM
$1,960,886,210 in the Form ADV filed March 25, 2026
Discretionary AUM
$1,788,827,095
Non discretionary AUM
$172,059,115
Accounts
359
Employees
18, of which 11 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, fixed fees, performance based fees
Private funds
1: 1 hedge fund
Gross assets of private funds
$67,956,044
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 25, 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 typeClientsAUM
Corporations or other businesses48$611.1 million
High net worth individuals112$584.2 million
Pooled investment vehicles1$68 million
Individuals (other than high net worth individuals)45$20.2 million
Insurance companies1$16.2 million
Pension and profit sharing plans1$5.7 million

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 ofAUMForm ADV filed
April 1, 2026$1.96 billionMarch 25, 2026
December 1, 2025$1.76 billionNovember 18, 2025

Also on SpecStream

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.