Climber Capital SA

RIASEC RegisteredEst. 2016

Total AUM

$625M

Discretionary

$531M

85% of AUM

Avg account

$6.7M

Accounts

94

Employees

4

Advisory reps

7

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

FINTRX

Overview

Climber Capital SA is a privately owned corporate advisory firm that registered with the SEC in 2016. It serves both high-net-worth individuals and family clients as well as institutional investors, offering portfolio management services targeted at individuals and small businesses. Its fee arrangements combine AUM-based charges with fixed-fee engagements. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds52%
Exchange Traded Equities22%
Other12%
Investment Grade Corp Bonds9%
Cash & Cash Equivalents4%

Owners & executives

1 of 1

Melina Dimitrakakis
Chief Compliance OfficerCRD 6150365

Contacts

3 of 6

Rene Zagolin
DirectorCRD 7027953
Marc Geiger
Head of InvestmentsCRD 8239687
Erika Beaumier
Vice ChairCRD 5624907

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 57

Active vs passive

$167M in ETFs

Passive

92%

$153M

Active

6%

$13.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$16.8M	40,736	10.04%

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Primary office

Nyon Vaud, null

Location

Nyon Vaud, null

Headquartered in Nyon Vaud, null.

Address: Grandrue 15
Office locations

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