BECK ASSET MANAGEMENT SA
BECK ASSET MANAGEMENT AG Legal Name
Adviser information for BECK ASSET MANAGEMENT SA last updated from Form ADV on March 26th, 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 | 20 | $43.6M |
| Non-Discretionary | 0 | $0 |
| Total | 20 | $43.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 3 | $438,130 |
| HNW Individuals | 17 | $43.2M |
| 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 | 6 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-76559 |
|---|---|
| SEC ERA File Number | 801-76559 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162969 |
| Legal Entity Identifier | 5299006N8XKRVQ9XKN72 |
Principal Office
BIRMENSDORFERSTRASSE 123ZURICH
Switzerland
Monday - Friday, 9:00AM - 5:00PM
Tel: +41 44 462 40 40, Fax: None
Chief Compliance Officer
JIZCHOK ARIJEH MOSBACHER
CEO, CCO
BIRMENSDORFERSTR. 123
ZURICH
Switzerland
Tel:
+41 44 462 4040
I*************@******H
(Full email address available in API data)
Industry Affiliates
| BECK VERWALTUNGEN AG | 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 |
|---|---|---|---|---|---|
| MOSBACHER, JIZCHAK ARJEH | Individual | – | CEO, CCO AND BOARD OF DIRECTOR | 04/2012 | < 5% |
| Beck, Jakob, Natan | Individual | – | OWNER | 03/2021 | 50-75% |
| Elias, Reinhard, Peter | Individual | – | COO, CFO | 02/2022 | < 5% |