AQUAMARINE ZURICH AG
Adviser information for AQUAMARINE ZURICH AG last updated from Form ADV on February 1st, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
RAMISTRASSE 18ZURICH
Switzerland
Monday - Friday, 9AM - 5PM
Tel: 0041-44-210-19-00, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| AQUAMARINE GP LTD. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AQUAMARINE MASTER FUND LP | APPRECIATION FUND | $350.0M | $0.5M | 107 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SPIER, GUY, SELMAR | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2009 | > 75% |
| GYSI, ROLAND | Individual | – | CHAIRMAN OF THE BOARD OF DIRECTORS | 03/2021 | < 5% |
| Miklos, Andreas | Individual | – | DIRECTOR | 03/2021 | < 5% |
| CHAPMAN, MARK, ALLEN | Individual | – | DIRECTOR | 02/2016 | < 5% |
| Jud, David | Individual | – | CHIEF OPERATING OFFICER | 03/2022 | < 5% |
No. Employees, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 3K | 48K | – |
| ALPHABET INC | CAP STK CL A | 3K | 16K | – |
| AMERICAN EXPRESS CO | COM | 49K | 210K | – |
| BANK AMERICA CORP | COM | 31K | 768K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 18K | 30 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 57K | 141K | – |
| DAILY JOURNAL CORP | COM | 5K | 12K | – |
| FERRARI N V | COM | 24K | 60K | – |
| MASTERCARD INCORPORATED | CL A | 29K | 66K | – |
| MICRON TECHNOLOGY INC | COM | 26K | 200K | – |
| MOODYS CORP | COM | 11K | 27K | – |
| ARCH RESOURCES INC | CL A | 1K | 8K | – |
| ALPHA METALLURGICAL RESOUR I | COM | 2K | 8K | – |
| SERITAGE GROWTH PPTYS | CL A | 2K | 500K | – |