LGT CAPITAL PARTNERS LTD
Adviser information for LGT CAPITAL PARTNERS LTD last updated from Form ADV on March 25th, 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
SCHUETZENSTRASSE 6PFAEFFIKON
Switzerland
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 41-58-261-8000, Fax: None
Chief Compliance Officer
MARKUS M�LLER
SCHUETZENSTRASSE 6
PFAEFFIKON
Switzerland
Tel:
41-58-261-8034
M*************@********M
(Full email address available in API data)
Industry Affiliates
| AS GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| BLUE HOLDINGS (USA) LLC | Sponsor, GP, manager of pooled investment vehicles |
| CAPE VI GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CCO III GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CCO IV GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CDG GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CEM V GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| CESB IV GP S.� R.L | Sponsor, GP, manager of pooled investment vehicles |
| CESB V GP | Sponsor, GP, manager of pooled investment vehicles |
| CGO VII S.A.R.L | Sponsor, GP, manager of pooled investment vehicles |
| CGO VIII GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| CGR III GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CGR IV GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CGS IV GP S.� R.L | Sponsor, GP, manager of pooled investment vehicles |
| CGS V GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CI GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CI II GP S.�.R.L | Sponsor, GP, manager of pooled investment vehicles |
| CIM GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CIM II GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CPOS 1 GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CPOS II GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| CROWN ACCESS GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CROWN DIRECT GP S.� R.L | Sponsor, GP, manager of pooled investment vehicles |
| CROWN FUND 2022-1 GP LLC | Sponsor or syndicator of limited partnerships |
| CROWN LUX (GP) S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CROWN PREMIUM GP VIII S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CROWN PREMIUM IX GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CROWN PREMIUM X GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CROWN SMALL CAP REAL ESTATE FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CROWN US INVEST LLC | Sponsor or syndicator of limited partnerships |
| CS GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| CSRE III GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CSSO II GP S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| CSSO III GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| DW PE GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| ES GP S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| IOOF GP SARL | Sponsor, GP, manager of pooled investment vehicles |
| LA SOLUTIONS GP LLC | Sponsor or syndicator of limited partnerships |
| LACUS GP LTD. | Sponsor or syndicator of limited partnerships |
| LGT (MIDDLE EAST) LTD. | Other investment adviser, including financial planners |
| LGT BANK (CAYMAN) LTD. | Other investment adviser, including financial plannersBanking or thrift institution |
| LGT BANK (SINGAPORE) LTD | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersBanking or thrift institution |
| LGT BANK (SWITZERLAND) LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersBanking or thrift institution |
| LGT BANK LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersBanking or thrift institution |
| LGT CAPITAL PARTNERS (ASIA-PACIFIC) LTD. | Other investment adviser, including financial planners |
| LGT CAPITAL PARTNERS (AUSTRALIA) PTY LIMITED | Other investment adviser, including financial planners |
| LGT CAPITAL PARTNERS (DUBAI) LIMITED | Other investment adviser, including financial planners |
| LGT CAPITAL PARTNERS (FL) LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LGT CAPITAL PARTNERS (IRELAND) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| LGT CAPITAL PARTNERS (JAPAN) CO., LIMITED | Other investment adviser, including financial planners |
| LGT CAPITAL PARTNERS (UK) LIMITED | Other investment adviser, including financial planners |
| LGT CAPITAL PARTNERS (USA) INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| LGT CAPITAL PARTNERS ADVISERS AG | Other investment adviser, including financial planners |
| LGT FONDSLEITUNG AG | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LGT ILS PARTNERS LTD | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| LGT INVESTMENT CONSULTING (BEIJING) LIMITED | Other investment adviser, including financial planners |
| LGT INVESTMENT MANAGEMENT (ASIA) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| LGT PRIVATE DEBT (FRANCE) S.A.S. | Other investment adviser, including financial planners |
| LGT PRIVATE DEBT (GERMANY) GMBH | Other investment adviser, including financial planners |
| LGT PRIVATE DEBT (UK) LTD. | Other investment adviser, including financial planners |
| LGT PRIVATE EQUITY ADVISERS AG | Other investment adviser, including financial planners |
| LGT WEALTH MANAGEMENT (CI) LIMITED | Other investment adviser, including financial planners |
| LGT WEALTH MANAGEMENT INTERNATIONAL LIMITED | Other investment adviser, including financial planners |
| LGT WEALTH MANAGEMENT JERSEY LIMITED | Other investment adviser, including financial planners |
| LGT WEALTH MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| LGT WEALTH MANAGEMENT UK LLP | Other investment adviser, including financial planners |
| LGT WEALTH MANAGEMENT US LIMITED | Other investment adviser, including financial planners |
| LIBERTY GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| LIGHTROCK GESTORA DE RECURCOS LTDA | Other investment adviser, including financial planners |
| LIGHTROCK INVESTMENT ADVISORS PVT. LTD. | Other investment adviser, including financial planners |
| LIGHTROCK KENYA LTD. | Other investment adviser, including financial planners |
| LIGHTROCK LLP | Other investment adviser, including financial planners |
| LZN GP S.� R.L | Sponsor, GP, manager of pooled investment vehicles |
| MSR CAPITAL PARTNERS, LLC | Other investment adviser, including financial planners |
| NV- PE 1 GP S.A.RL | Sponsor, GP, manager of pooled investment vehicles |
| SAI GP S.�.R.L | Sponsor, GP, manager of pooled investment vehicles |
| SSP GP, LLC | Sponsor or syndicator of limited partnerships |
| WATERSLIDE LUX GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
| WERRA SEC GP S.�.R.L. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAGANONI, ROBERTO, (NMN) | Individual | – | CHIEF EXECUTIVE OFFICER | 06/1997 | < 5% |
| VON UND ZU LIECHTENSTEIN, MAXIMILIAN, (NMN) | Individual | – | CHAIRMAN OF THE BOARD OF DIRECTORS | 04/2009 | < 5% |
| BROENNER, FRANK, MAXIMILIAN PETER | Individual | – | MANAGING DIRECTOR | 04/2002 | < 5% |
| VON BAUM, JOHANN, PETER HORST WERNER | Individual | – | CHIEF RISK OFFICER | 04/2007 | < 5% |
| VERCOUTERE, IVAN, ALBERT | Individual | – | MANAGING DIRECTOR | 08/1998 | < 5% |
| LGT GROUP FOUNDATION | Foreign Entity | LGT GROUP HOLDING LTD. | SHAREHOLDER | 12/2016 | > 75% |
| FURST VON LIECHTENSTEIN STIFTUNG | Foreign Entity | LGT GROUP FOUNDATION | BENEFICIARY | 07/2001 | |
| VON UND ZU LIECHTENSTEIN, JOHANN, ADAM PIUS II | Individual | FURST VON LIECHTENSTEIN STIFTUNG | BENEFICIARY | 01/1970 | |
| FRITSCHI, PIUS, JOHANN | Individual | – | MANAGING DIRECTOR | 04/2010 | < 5% |
| BAECHINGER, KONRAD, JOSEF | Individual | – | MEMBER OF THE BORD OF DIRECTORS | 04/2014 | < 5% |
| LGT GROUP HOLDING LTD. | Foreign Entity | LGT UK HOLDINGS LTD. | SCHAREHOLDER | 12/2016 | > 75% |
| LGT UK HOLDINGS LTD. | Foreign Entity | LGT HOLDING DENMARK APS | SHAREHOLDER | 04/2018 | > 75% |
| LGT HOLDING DENMARK APS | Foreign Entity | – | SHAREHOLDER | 10/2018 | > 75% |
| PEPPARD, EUGENE, FRANCIS | Individual | – | MEMBER OF THE BOARD OF DIRECTORS | 03/2021 | < 5% |
| KOSSOW, JOHN, DIERK | Individual | – | CHIEF FINANCIAL OFFICER | 02/2022 | < 5% |
| BORER, ALEX, MARTIN | Individual | – | MANAGING DIRECTOR | 02/2022 | < 5% |
| GRUBER, SASCHA, NMN | Individual | – | MANAGING DIRECTOR | 02/2022 | < 5% |
| KIND, STEPHAN | Individual | – | MANAGING DIRECTOR | 02/2022 | < 5% |
| WILDERS, RUDI, ADRIAAN | Individual | – | MANAGING DIRECTOR | 02/2022 | < 5% |
No. Employees, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADAPTHEALTH CORP | COMMON STOCK | 3M | 315K | – |
| AFFILIATED MANAGERS GROUP IN | COM | 5M | 34K | – |
| AFFILIATED MANAGERS GROUP IN | COM | 46M | 296K | 1,2 |
| AGILENT TECHNOLOGIES INC | COM | 10M | 74K | – |
| AGILENT TECHNOLOGIES INC | COM | 126M | 971K | 1,2 |
| AKAMAI TECHNOLOGIES INC | COM | 4M | 39K | – |
| AKAMAI TECHNOLOGIES INC | COM | 29M | 324K | 1,2 |
| ALPHABET INC | CAP STK CL A | 20M | 108K | – |
| ALPHABET INC | CAP STK CL A | 224M | 1M | 1,2 |
| APOLLO GLOBAL MGMT INC | COM | 39M | 330K | – |
| APPLE INC | COM | 9M | 43K | – |
| APPLE INC | COM | 113M | 536K | 1,2 |
| ARES CAPITAL CORP | COM | 15M | 706K | – |
| AUTOLUS THERAPEUTICS PLC | SPON ADS | 1M | 370K | – |
| AUTOZONE INC | COM | 6M | 2K | – |
| AUTOZONE INC | COM | 64M | 21K | 1,2 |
| BCE INC | COM NEW | 5M | 155K | – |
| BCE INC | COM NEW | 15M | 475K | 1,2 |
| BLACKSTONE INC | COM | 29M | 232K | – |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 8M | 256K | – |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 18M | 479K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 35M | 837K | – |
| CARLYLE GROUP INC | COM | 39M | 970K | – |
| CHURCH & DWIGHT CO INC | COM | 7M | 72K | – |
| CHURCH & DWIGHT CO INC | COM | 56M | 543K | 1,2 |
| COLGATE PALMOLIVE CO | COM | 8M | 83K | – |
| COLGATE PALMOLIVE CO | COM | 86M | 886K | 1,2 |
| COMCAST CORP NEW | CL A | 7M | 175K | – |
| COMCAST CORP NEW | CL A | 37M | 957K | 1,2 |
| DIGITAL RLTY TR INC | COM | 6M | 41K | 1,2 |
| EQUITY RESIDENTIAL | SH BEN INT | 55K | 800 | – |
| EQUITY RESIDENTIAL | SH BEN INT | 6M | 81K | 1,2 |
| LAUDER ESTEE COS INC | CL A | 7M | 67K | – |
| LAUDER ESTEE COS INC | CL A | 68M | 638K | 1,2 |
| HOST HOTELS & RESORTS INC | COM | 56K | 3K | – |
| HOST HOTELS & RESORTS INC | COM | 2M | 117K | 1,2 |
| IDEXX LABS INC | COM | 4M | 9K | – |
| IDEXX LABS INC | COM | 71M | 146K | 1,2 |
| INTERCONTINENTAL EXCHANGE IN | COM | 582K | 4K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 17M | 125K | 1,2 |
| INTUIT | COM | 11M | 17K | – |
| INTUIT | COM | 120M | 183K | 1,2 |
| KKR & CO INC | COM | 57M | 543K | – |
| LULULEMON ATHLETICA INC | COM | 6M | 21K | – |
| LULULEMON ATHLETICA INC | COM | 81M | 272K | 1,2 |
| MADISON SQUARE GRDN SPRT COR | CL A | 3M | 14K | – |
| MARSH & MCLENNAN COS INC | COM | 3M | 16K | – |
| MARSH & MCLENNAN COS INC | COM | 31M | 147K | 1,2 |
| MICROSOFT CORP | COM | 29M | 65K | – |
| MICROSOFT CORP | COM | 284M | 636K | 1,2 |
| MORGAN STANLEY | COM NEW | 6M | 64K | – |
| MORGAN STANLEY | COM NEW | 52M | 540K | 1,2 |
| N-ABLE INC | COMMON STOCK | 3M | 205K | – |
| NASDAQ INC | COM | 8M | 127K | – |
| NASDAQ INC | COM | 68M | 1M | 1,2 |
| NEWMONT CORP | COM | 2M | 50K | – |
| NEWMONT CORP | COM | 4M | 91K | 1,2 |
| NVIDIA CORPORATION | COM | 12M | 95K | – |
| NVIDIA CORPORATION | COM | 101M | 815K | 1,2 |
| ORMAT TECHNOLOGIES INC | COM | 2M | 25K | – |
| ORMAT TECHNOLOGIES INC | COM | 11M | 151K | 1,2 |
| PACCAR INC | COM | 4M | 43K | – |
| PACCAR INC | COM | 40M | 393K | 1,2 |
| PAYPAL HLDGS INC | COM | 1M | 22K | – |
| PAYPAL HLDGS INC | COM | 7M | 119K | 1,2 |
| PEPSICO INC | COM | 13M | 78K | 1,2 |
| PROLOGIS INC. | COM | 46K | 410 | – |
| PROLOGIS INC. | COM | 6M | 52K | 1,2 |
| QUIDELORTHO CORP | COM | 6M | 182K | – |
| QUIDELORTHO CORP | COM | 3M | 90K | 1,2 |
| RESMED INC | COM | 11M | 55K | – |
| RESMED INC | COM | 97M | 509K | 1,2 |
| ROSS STORES INC | COM | 8M | 58K | – |
| ROSS STORES INC | COM | 89M | 614K | 1,2 |
| SIXTH STREET SPECIALTY LENDI | COM | 15M | 715K | – |
| SOTERA HEALTH CO | COM | 4M | 370K | – |
| STARBUCKS CORP | COM | 3M | 42K | – |
| STARBUCKS CORP | COM | 45M | 572K | 1,2 |
| STRYKER CORPORATION | COM | 6M | 18K | – |
| STRYKER CORPORATION | COM | 97M | 286K | 1,2 |
| SYLVAMO CORP | COMMON STOCK | 1M | 17K | – |
| SYROS PHARMACEUTICALS INC | COM NEW | 284K | 55K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 16M | 92K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 172M | 991K | 1,2 |
| TELEFLEX INCORPORATED | COM | 6M | 27K | – |
| TELEFLEX INCORPORATED | COM | 41M | 195K | 1,2 |
| THOUGHTWORKS HOLDING INC | COM | 3M | 1M | – |
| T-MOBILE US INC | COM | 403K | 2K | – |
| T-MOBILE US INC | COM | 13M | 72K | 1,2 |
| UNITEDHEALTH GROUP INC | COM | 7M | 13K | – |
| UNITEDHEALTH GROUP INC | COM | 65M | 128K | 1,2 |
| UNIVERSAL DISPLAY CORP | COM | 1M | 5K | – |
| UNIVERSAL DISPLAY CORP | COM | 5M | 26K | 1,2 |
| WESCO INTL INC | COM | 5M | 32K | – |
| WIDEOPENWEST INC | COM | 1M | 250K | – |