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 and SEC-registered since 2016. The firm serves both individual/family clients and institutional investors, with a stated focus on portfolio management for individuals and small businesses. Its fee model combines AUM-based charges with fixed fees, and it operates primarily through discretionary mandates (a large portion of its assets are discretionary). The firm does not identify as an active ESG investor, is not a pension consultant, and does not describe itself as a capital allocator.
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 6
Rene Zagolin
DirectorCRD 7027953
Marc Geiger
Head of InvestmentsCRD 8239687
Erika Beaumier
DirectorCRD 5624907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$193M in ETFs
92%
$177M
5%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $17.6M | 26,200 | 9.15% |
Location
Nyon Vaud, null
Location
Nyon Vaud, null
Headquartered in Nyon Vaud, null.
- Address
- Grandrue 15
- Office locations
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