Bellecapital International

RIASEC RegisteredEst. 2011

Total AUM

$2B

Discretionary

$1.8B

91% of AUM

Avg account

$5.5M

Accounts

359

Employees

Advisory reps

Firm details

Headquarters: Zurich,
CRD number: 158348
Registered since: July 11, 2011
Website: www.bellecapital.com
Custodians: RAHN + BODMER CO., BANQUE PICTET ET CIE. S.A., BANK JULIUS BAER & CO. AG, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other33.43%
Corporations / Businesses31.16%
HNWI29.79%
Pooled Investment Vehicles3.47%
Individuals1.03%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Bellecapital International is a corporation classified as a hedge fund that has been SEC-registered since 2011. Ownership is listed as a mix of a foreign entity and an individual. The firm serves both individuals and families as well as institutional clients and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Its advisory work spans portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions; the firm also produces periodic newsletters or periodicals. Bellecapital is not identified as an active ESG investor, is not a multi-state adviser, and does not describe itself as a capital allocator.