WHVP
WEBER HARTMANN VRIJHOF & PARTNERS LTD. Legal Name
Adviser information for WHVP last updated from Form ADV on March 28th, 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 | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 102 | $102.8M |
| Non-Discretionary | 8 | $60.5M |
| Total | 110 | $163.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 83 | $39.9M |
| HNW Individuals | 22 | $122.9M |
| 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 | 1 | $503,433 |
| 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 | 1 |
| No. of Non-U.S. Clients | 10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-72329 |
|---|---|
| SEC ERA File Number | 801-72329 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156928 |
| Legal Entity Identifier | 506700J4F8YLIBF48815 |
Principal Office
SCHAFFHAUSERSTRASSE 418ZURICH
Switzerland
Monday - Friday, 9:00 - 5:00
Tel: 011 41 44 315 77 77, Fax: 011 41 44 315 77 78
Chief Compliance Officer
DANIEL PAUL KOLLER
CCO
SCHAFFHAUSERSTRASSE 418
ZURICH
Switzerland
Tel:
011 41 44 315 77 77
Fax:
011 41 44 315 77 78
D*@******H
(Full email address available in API data)
Regulatory Contact
URS PATRICK VRIJHOF-DROESE
CHAIRMAN
SCHAFFHAUSERSTRASSE 418
ZURICH
Switzerland
Tel:
011 41 44 315 77 77
Fax:
011 41 44 315 77 78
I***@******H
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOLLER, DANIEL, PAUL | Individual | – | CHIEF COMPLIANCE OFFICER AND MEMBER OF THE MANAGEMENT | 01/2016 | < 5% |
| Vrijhof-Droese, Urs, Patrick | Individual | – | CHAIRMAN AND MEMBER OF THE MANAGEMENT | 04/2019 | 50-75% |
| Vrijhof-Droese, Jamie, Eileen | Individual | – | MEMBER OF THE BOARD AND CEO | 04/2019 | 50-75% |
| Fernandez Lopez, Julia | Individual | – | MEMBER OF THE BOARD AND MEMBER OF THE MANAGEMENT | 04/2019 | < 5% |