BVB AND PARTNERS S.A.
Adviser information for BVB AND PARTNERS S.A. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $63.1M |
| Non-Discretionary | 10 | $19.0M |
| Total | 20 | $82.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 8 | $82.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 16 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-110756 |
|---|---|
| SEC ERA File Number | 801-110756 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288814 |
| Legal Entity Identifier | 506700EYK1R0MARBC186 |
Principal Office
RUE DE LA CORRATERIE 26GENEVA
Switzerland
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 41 22 318 20 00, Fax: None
Websites
Chief Compliance Officer
DUSTIN MILNE
C/O BVB AND PARTNERS SA
RUE DE LA CORRATERIE 26
GENEVE
Switzerland
Tel:
+41223182003
D**@****************H
(Full email address available in API data)
Regulatory Contact
ADRIAN VOGEL
CEO AND DIRECTOR
C/O BVB & PARTNERS SA
RUE DE LA CORRATERIE 26
GENEVA
Switzerland
Tel:
+41223182001
A**@****************H
(Full email address available in API data)
Industry Affiliates
| BERGER VAN BERCHEM & CIE SA | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Vogel, Adrian | Individual | – | DIRECTOR, CEO | 12/2016 | < 5% |
| MILNE, DUSTIN, WAYNE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2018 | < 5% |
| BERGER VAN BERCHEM & CIE SA | Foreign Entity | – | SHAREHOLDER | 02/2020 | > 75% |
| Rivier, Jean Blaise | Individual | – | DIRECTOR / CHAIRMAN | 02/2020 | < 5% |
| STEPCZYNSKI, MIKOLAJ, JOZEF | Individual | – | DIRECTOR / VICE-CHAIRMAN | 02/2020 | < 5% |
| BERTHOUT VAN BERCHEM, GUILLAUME, FABIAN OLIVIER | Individual | BERGER VAN BERCHEM & CIE SA | PARTNER | 03/1997 | 25-50% |
| Berger, Matthieu, Hubert | Individual | BERGER VAN BERCHEM & CIE SA | PARTNER / CHIEF INVESTMENT OFFICER | 05/2002 | 25-50% |