Bellecapital International

RIASEC Registered

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 that operates as a hedge fund manager and registered investment adviser. The firm is SEC-registered (registered in 2011) and serves both high-net-worth individuals and institutional clients. Its advisory remit includes discretionary portfolio management for individuals and pooled investment vehicles, portfolio management for businesses and institutions, and the publication of periodicals or newsletters. Fee arrangements combine percentage-of-AUM charges, fixed fees, and performance-based fees. The firm is owned by a mix of a foreign entity and an individual.