| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandre Weintraub Control | Chairman | Under 5% | 2017 |
| Belvoir Capital AG Control | Shareholder | 25-50% | 2017 |
| Deepak Soni Control | Ceo / Board Member | 25-50% | 2021 |
Belvoir Wealth Management AG reports $286.8 million in regulatory assets under management on its Form ADV.
Belvoir Wealth Management AG reports 5 employees.
Belvoir Wealth Management AG is based in Zurich and has been SEC-registered since 2003.
Belvoir Wealth Management AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Tödistrasse 16, Zurich CH-8002 |
| Phone | 41-43-244-7550 |
| Office hours | 9.00-17.00 |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $141.2M |
| Non-discretionary | $145.6M |
| Total (RAUM) | $286.8M |