Kaiser Partner Financial Advisors Ltd.

Registered investment adviser · Zürich · CRD #149431

Form ADV data as of 2026-09-01

Regulatory assets

$1.76 billion

Total accounts

304

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/1169443
Telephone: +41 44 752 51 52
SEC file number: 801-70234
Most recent Form ADV filing: 2026-04-28
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$326.9 million
Non-discretionary regulatory assets under management	$1.44 billion
Total regulatory assets under management	$1.76 billion
Discretionary accounts	140
Non-discretionary accounts	164
Total accounts	304
Regulatory assets under management attributable to non-U.S. persons	$543.3 million

People

Total employees (excluding clerical)	6
Employees performing investment advisory functions (including research)	6
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	3

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$1.22 billion
Clients for whom a related person has custody	180
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	8

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters

Affiliated related persons

Other investment adviser (including financial planners)Banking or thrift institutionTrust company

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	31	$13.9 million
High net worth individuals	111	$446.0 million
Charitable organizations	Not reported	$8.6 million
Insurance companies	Not reported	$8.6 million
Corporations or other businesses not listed above	73	$1.29 billion