Data / Investment advisers / St. Columbanus AG
St. Columbanus AG, Teufen, Switzerland: $78.6 million AUM, SEC registered investment adviser
St. Columbanus AG is an SEC registered investment adviser with its main office in Teufen, Switzerland and reports $78.6 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include charitable organizations, insurance companies and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 169895
- SEC file number
- 801-78990
- SEC status
- Approved, effective January 2, 2014
- Main office
- Alte Haslenstrasse 5, Teufen, Switzerland 9053
- Phone
- +41 71 245 76 78
- Website
- stcolumbanus.com
- Regulatory AUM
- $78,558,930 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $58,820,155
- Non discretionary AUM
- $19,738,775
- Accounts
- 17
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| Charitable organizations | Fewer than 5 | $32.8 million |
| Insurance companies | Fewer than 5 | $24.7 million |
| Individuals (other than high net worth individuals) | 9 | $15.3 million |
| Corporations or other businesses | Fewer than 5 | $5.8 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $78.6 million | March 30, 2026 |
| December 1, 2025 | $58.8 million | March 26, 2025 |
Also on SpecStream
- Advisers with $50 million to $100 million in AUM
- Advisers serving charitable organizations
- Advisers serving insurance companies
- St. Columbanus AG on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.