Climber Capital SA
Firm details
- Headquarters
- Nyon Vaud,
- CRD number
- 284784
- Registered since
- August 19, 2016
- Website
- climbercapital.ch
- Custodians
- BANQUE PICTET & CIE SA, EDMOND DE ROTHSCHILD (SUISSE) SA, UBS AG (FORMERLY CREDIT SUISSE)
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.82%
- Charitable Organizations4.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Climber Capital SA is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (registration established in 2016) and is owned by an individual. It provides fee-based portfolio management services—charging a percentage of assets under management and offering fixed-fee engagements—primarily for individual and family clients as well as selected institutional relationships. The firm’s advisory work emphasizes portfolio management for individuals and small businesses. Climber Capital does not identify as an active ESG investor and does not operate as a capital allocator running proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities22%
- Other12%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Melina Dimitrakakis
Chief Compliance OfficerCRD 6150365
Contacts
3 of 6Erika Beaumier
DirectorCRD 5624907
Thomas Heppel
Chairman and DirectorCRD 6692383
Matthieu Balmer
Managing DirectorCRD 5772812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$187M in ETFs
91%
$171M
6%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $17M | 26,150 | 9.10% |
Location
Nyon Vaud, null
Location
Nyon Vaud, null
Headquartered in Nyon Vaud, null.
- Address
- Grandrue 15
- Office locations
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