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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AVALOR INVESTMENT AG

CRD 283227

ZURICH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b97f1de4-72f8-0ebb-4cc7-2177d9cfebae

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Apr 14, 2016 to Feb 5, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.2BItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $2.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 522
Individual clients: 522
SEC number: 801-107717
CRD: 283227
Filings on the tape: 14
First filed: Apr 14, 2016
Latest filed: Feb 5, 2026
Organised: Corporation
Website: avalor.ch

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Leutwyler, Dany, NMN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Feb 5, 2026	Feb 5, 2026
MUELLER-WILDI, CAROLE, NMN	RELATIONSHIP MANAGER	B	yes	01/2015	Feb 5, 2026	Feb 5, 2026
MUELLER, ANDREA-RETO, NMN	RELATIONSHIP MANAGER	B	yes	01/2024	Feb 5, 2026	Feb 5, 2026
PERROT, GREGOR, MARTIN	CHIEF INVESTMENT OFFICER OF DIRECTORS	Na	yes	01/2024	Feb 5, 2026	Feb 5, 2026
Schwizer, Martin, Christoph	Chairman	Na	yes	12/2025	Feb 5, 2026	Feb 5, 2026
VON KOSS, PATRICK, KARL, ERICH	CHIEF EXECUTIVE OFFICER	B	yes	12/2025	Feb 5, 2026	Feb 5, 2026
JORDAN, AMAURY, NMN	FOUNDER OF ADVISORY COUNCIL	C	yes	05/2021	Apr 14, 2016	Feb 13, 2024
SCHAEDLER, BEAT, NMN	CHIEF EXECUTIVE OFFICER	B	yes	05/2021	Apr 14, 2016	Feb 13, 2024
KNABENHANS, WALTER, GEORG	Shareholder	Na	no	12/2025	Feb 5, 2026	Feb 5, 2026
ROEMER, ANJA, NMN	Relationshipmanager	B	no	01/2016	Mar 15, 2018	Feb 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026	$2.2B	$2.0B	20	11	0	n/a	n/a
2024	Feb 24, 2025	$1.8B	$1.6B	20	11	0	n/a	n/a
2023	Feb 13, 2024	$1.9B	$1.7B	21	10	0	n/a	n/a
2022	Mar 9, 2023	$2.1B	$1.6B	21	10	0	n/a	n/a
2021	Mar 22, 2022	$2.2B	$1.7B	19	10	0	n/a	n/a
2020	Mar 31, 2021	$2.0B	$1.5B	18	10	0	n/a	n/a
2019	Feb 26, 2020	$1.7B	$1.5B	17	9	0	n/a	n/a
2018	Feb 7, 2019	$1.5B	$1.3B	17	9	1	n/a	n/a
2017	Mar 15, 2018	$1.7B	$1.4B	17	9	1	n/a	n/a
2016	Feb 14, 2017	$1.3B	$954M	15	9	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.2B	$1.8B	23.2%	$2.1B	2.7%	20	20	0	0

Relationships

Controls (7)

← SCHAEDLER, BEAT, NMNOwnerCHIEF EXECUTIVE OFFICER, ownership code B, individual
Apr 14, 2016 to Feb 13, 2024factForm ADV
← KNABENHANS, WALTER, GEORGOwnerCHAIRMAN OF THE BOARD OF DIRECTORS, ownership code A, individual
Apr 14, 2016 to Feb 13, 2024factForm ADV
← JORDAN, AMAURY, NMNOwnerFOUNDER OF ADVISORY COUNCIL, ownership code C, individual
Apr 14, 2016 to Feb 13, 2024factForm ADV
← MUELLER, ANDREA-RETO, NMNOwnerRELATIONSHIP MANAGER, ownership code A, individual
Mar 15, 2018 to Feb 13, 2024factForm ADV
← MUELLER-WILDI, CAROLE, NMNOwnerRELATIONSHIP MANAGER, ownership code NA, individual
Mar 31, 2021 to Feb 13, 2024factForm ADV
← Leutwyler, Dany, NMNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 9, 2023 to Feb 13, 2024factForm ADV
← PERROT, GREGOR, MARTINOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 13, 2024 to Feb 13, 2024factForm ADV

Owns (3)

← VON KOSS, PATRICK, KARL, ERICHOwnerRELATIONSHIPMANAGER, ownership code B, individual
Apr 14, 2016 to Feb 13, 2024factForm ADV
← Schwizer, Martin, ChristophOwnerMEMBER OF THE BOARD OF DIRECTORS, ownership code NA, individual
Apr 14, 2016 to Feb 13, 2024factForm ADV
← ROEMER, ANJA, NMNOwnerRELATIONSHIPMANAGER, ownership code B, individual
Mar 15, 2018 to Feb 13, 2024factForm ADV

Dated events

Occurred
Feb 13, 2024
Control person joined
Martin Gregor Perrot (Chief Investment Officer) appeared on Schedule A of Avalor Investment Ag
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Control person joined
Nmn Dany Leutwyler (Chief Compliance Officer) appeared on Schedule A of Avalor Investment Ag
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Control person left
Jakob Gregor Ackermann (Chief Compliance Officer And Chief Operations Officer) no longer on Schedule A of Avalor Investment Ag (listed 2022-10-27, absent 2023-03-09)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person joined
Carole Mueller-Wildi (Relationship Manager) appeared on Schedule A of Avalor Investment Ag
Form ADVobserved 4 days ago
Occurred
Mar 15, 2018
Regulatory AUM changed
Avalor Investment Ag reported RAUM $1.7B, up 28% from $1.3B (2017-02-14 to 2018-03-15)
Form ADVobserved 4 days ago
$368M
Occurred
Apr 14, 2016
First Form ADV filing
Avalor Investment Ag filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b97f1de4-72f8-0ebb-4cc7-2177d9cfebae
First observed: Apr 14, 2016
Last observed: Feb 5, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVALOR INVESTMENT AG

CRD 283227

ZURICH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b97f1de4-72f8-0ebb-4cc7-2177d9cfebae

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Leutwyler, Dany, NMN

CHIEF COMPLIANCE OFFICER

yes

03/2023

Feb 5, 2026

MUELLER-WILDI, CAROLE, NMN

RELATIONSHIP MANAGER

yes

01/2015

Feb 5, 2026

MUELLER, ANDREA-RETO, NMN

RELATIONSHIP MANAGER

yes

01/2024

Feb 5, 2026

PERROT, GREGOR, MARTIN

CHIEF INVESTMENT OFFICER OF DIRECTORS

yes

01/2024

Feb 5, 2026

Schwizer, Martin, Christoph

Chairman

yes

12/2025

Feb 5, 2026

VON KOSS, PATRICK, KARL, ERICH

CHIEF EXECUTIVE OFFICER

yes

12/2025

Feb 5, 2026

JORDAN, AMAURY, NMN

FOUNDER OF ADVISORY COUNCIL

yes

05/2021

Apr 14, 2016

Feb 13, 2024

SCHAEDLER, BEAT, NMN

CHIEF EXECUTIVE OFFICER

yes

05/2021

Apr 14, 2016

Feb 13, 2024

KNABENHANS, WALTER, GEORG

Shareholder

12/2025

Feb 5, 2026

ROEMER, ANJA, NMN

Relationshipmanager

01/2016

Mar 15, 2018

Feb 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$2.2B

$2.0B

n/a

2024

Feb 24, 2025

$1.8B

$1.6B

n/a

2023

Feb 13, 2024

$1.9B

$1.7B

n/a

2022

Mar 9, 2023

$2.1B

$1.6B

n/a

2021

Mar 22, 2022

$2.2B

$1.7B

n/a

2020

Mar 31, 2021

$2.0B

$1.5B

n/a

2019

Feb 26, 2020

$1.7B

$1.5B

n/a

2018

Feb 7, 2019

$1.5B

$1.3B

n/a

2017

Mar 15, 2018

$1.7B

$1.4B

n/a

2016

Feb 14, 2017

$1.3B

$954M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.2B

$1.8B

23.2%

$2.1B

2.7%