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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARGNA PEAK ADVISORS AG

CRD 128649

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:f683ba0d-ea24-26ff-1cb3-f09efe20d668

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 9
On other graphs: 0
Observed: Feb 16, 2012 to Feb 18, 2026
35 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: $372MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $190M
Private client RAUM: $372MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $186Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 48
High net worth clients: 48
SEC number: 801-62473
CRD: 128649
Filings on the tape: 35
First filed: Feb 16, 2012
Latest filed: Feb 18, 2026
Organised: Corporation
Website: margnapeak.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DEEPAK SONI	n/a	Zurich	4	17	3	no
SABINA BARBARA WEBER SAUSER	n/a	Zurich	3	15	1	no

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
ANTIPODES SA	Shareholder	C	yes	07/1992	Mar 28, 2024	Oct 7, 2024
AURIGA HOLDING SA	Shareholder	E	yes	12/2016	Mar 28, 2024	Oct 7, 2024
bauke, steffen	Shareholder	C	yes	01/2022	Feb 22, 2022	Oct 7, 2024
BELVOIR CAPITAL AG	Shareholder	C	yes	01/2017	May 18, 2017	Oct 7, 2024
PKB PRIVATE BANK SA	Shareholder	D	yes	03/2024	Mar 28, 2024	Oct 7, 2024
PLENITUDE SA	Shareholder	C	yes	07/1992	Mar 28, 2024	Oct 7, 2024
SONI, DEEPAK	CEO / BOARD MEMBER	C	yes	06/2021	Jun 21, 2021	Oct 7, 2024
STUMM, KATHARINA	CHIEF COMPLIANCE OFFICER	Na	yes	09/2021	Dec 17, 2021	Oct 7, 2024
Trabaldo Togna, Massimo	Shareholder	C	yes	02/2006	Mar 28, 2024	Oct 7, 2024
Trabaldo Togna, Massimo	Shareholder	C	yes	02/2006	Mar 28, 2024	Oct 7, 2024
Trabaldo Togna, Umberto	Shareholder	C	yes	02/2006	Mar 28, 2024	Oct 7, 2024
Trabaldo Togna, Umberto	Shareholder	C	yes	02/2006	Mar 28, 2024	Oct 7, 2024
WEBER SAUSER, SABINA, BARBARA	BOARD MEMBER, CIO	C	yes	08/2021	Aug 26, 2024	Oct 7, 2024
WEINTRAUB, ALEXANDRE	Chairman	Na	yes	12/2017	Apr 30, 2018	Oct 7, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BELVOIR CAPITAL AG	n/a	n/a	n/a	Y	yes	n/a

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$372M	$190M	4	3	0	n/a	n/a
2024	Mar 24, 2025	$287M	$141M	5	3	0	n/a	n/a
2023	Mar 28, 2024	$224M	$116M	5	3	0	n/a	n/a
2022	Mar 21, 2023	$195M	$82.0M	6	3	0	n/a	n/a
2021	Feb 22, 2022	$193M	$92.4M	5	3	0	n/a	n/a
2020	May 19, 2021	$150M	$111M	5	3	0	n/a	n/a
2019	Mar 4, 2020	$132M	$132M	6	3	0	n/a	n/a
2018	Mar 21, 2019	$164M	$164M	4	3	1	n/a	n/a
2017	Apr 30, 2018	$143M	$143M	2	2	1	n/a	n/a
2016	Mar 23, 2017	$161M	$149M	3	3	n/a	n/a	n/a
2015	Mar 23, 2016	$154M	$151M	5	3	n/a	n/a	n/a
2014	Mar 27, 2015	$206M	$198M	4	3	n/a	n/a	n/a
2013	Mar 28, 2014	$218M	$209M	4	3	n/a	n/a	n/a
2012	Mar 25, 2013	$214M	$207M	5	3	n/a	n/a	n/a
2011	Feb 16, 2012	$207M	$207M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$372M	$287M	29.9%	$195M	24.1%	4	5	0	0

Relationships

Registered with (2)

← SABINA BARBARA WEBER SAUSERAdvisorregistration: current employment
Feb 2, 2023 to presentfactForm ADV
← DEEPAK SONIAdvisorregistration: current employment
Dec 17, 2021 to presentfactForm ADV

Controls (12)

← SONI, DEEPAKOwnerCEO / BOARD MEMBER, ownership code C, individual
Jun 21, 2021 to Oct 7, 2024factForm ADV
← WEBER SAUSER, SABINA, BARBARAOwnerBOARD MEMBER, CIO, ownership code C, individual
Aug 26, 2024 to Oct 7, 2024factForm ADV
← STUMM, KATHARINAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 17, 2021 to Oct 7, 2024factForm ADV
← WEINTRAUB, ALEXANDREOwnerCHAIRMAN, ownership code NA, individual
Apr 30, 2018 to Oct 7, 2024factForm ADV
← bauke, steffenOwnerSHAREHOLDER, ownership code C, individual
Feb 22, 2022 to Oct 7, 2024factForm ADV
← Trabaldo Togna, UmbertoOwnerSHAREHOLDER, ownership code C, individual
Mar 28, 2024 to Oct 7, 2024factForm ADV
← Trabaldo Togna, MassimoOwnerSHAREHOLDER, ownership code C, individual
Mar 28, 2024 to Oct 7, 2024factForm ADV
← ANTIPODES SAOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 28, 2024 to Oct 7, 2024factForm ADV
← AURIGA HOLDING SAOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 28, 2024 to Oct 7, 2024factForm ADV
← BELVOIR CAPITAL AGOwnerSHAREHOLDER, ownership code C, foreign entity
May 18, 2017 to Oct 7, 2024factForm ADV
← PKB PRIVATE BANK SAOwnerSHAREHOLDER, ownership code D, foreign entity
Mar 28, 2024 to Oct 7, 2024factForm ADV
← PLENITUDE SAOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 28, 2024 to Oct 7, 2024factForm ADV

Dated events

Occurred
Aug 26, 2024
Control person left
Sabina Weber Sauser (Board Member, Cio) no longer on Schedule A of Margna Peak Advisors Ag (listed 2024-03-28, absent 2024-08-26)
Form ADVobserved 5 days ago
Occurred
Aug 26, 2024
Control person joined
Barbara Sabina Weber Sauser (Board Member, Cio) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Massimo Trabaldo Togna (Shareholder) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Umberto Trabaldo Togna (Shareholder) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Feb 22, 2022
Control person joined
Steffen Bauke (Board Member) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Dec 17, 2021
Control person joined
Katharina Stumm (Chief Compliance Officer) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Dec 17, 2021
Control person joined
Sabina Weber Sauser (Board Member, Cio) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Jun 21, 2021
Control person joined
Deepak Soni (Ceo / Board Member) appeared on Schedule A of Margna Peak Advisors Ag
Form ADVobserved 5 days ago
Occurred
Jun 21, 2021
Control person left
Rolf Oliver Baumann (Board Member) no longer on Schedule A of Margna Peak Advisors Ag (listed 2021-05-19, absent 2021-06-21)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f683ba0d-ea24-26ff-1cb3-f09efe20d668
First observed: Feb 16, 2012
Last observed: Feb 18, 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.

MARGNA PEAK ADVISORS AG

CRD 128649

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:f683ba0d-ea24-26ff-1cb3-f09efe20d668

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DEEPAK SONI

n/a

Zurich

SABINA BARBARA WEBER SAUSER

n/a

Zurich

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANTIPODES SA

Shareholder

yes

07/1992

Mar 28, 2024

Oct 7, 2024

AURIGA HOLDING SA

Shareholder

yes

12/2016

Mar 28, 2024

Oct 7, 2024

bauke, steffen

Shareholder

yes

01/2022

Feb 22, 2022

Oct 7, 2024

BELVOIR CAPITAL AG

Shareholder

yes

01/2017

May 18, 2017

Oct 7, 2024

PKB PRIVATE BANK SA

Shareholder

yes

03/2024

Mar 28, 2024

Oct 7, 2024

PLENITUDE SA

Shareholder

yes

07/1992

Mar 28, 2024

Oct 7, 2024

SONI, DEEPAK

CEO / BOARD MEMBER

yes

06/2021

Jun 21, 2021

Oct 7, 2024

STUMM, KATHARINA

CHIEF COMPLIANCE OFFICER

yes

09/2021

Dec 17, 2021

Oct 7, 2024

Trabaldo Togna, Massimo

Shareholder

yes

02/2006

Mar 28, 2024

Oct 7, 2024

Trabaldo Togna, Massimo

Shareholder

yes

02/2006

Mar 28, 2024

Oct 7, 2024

Trabaldo Togna, Umberto

Shareholder

yes

02/2006

Mar 28, 2024

Oct 7, 2024

Trabaldo Togna, Umberto

Shareholder

yes

02/2006

Mar 28, 2024

Oct 7, 2024

WEBER SAUSER, SABINA, BARBARA

BOARD MEMBER, CIO

yes

08/2021

Aug 26, 2024

Oct 7, 2024

WEINTRAUB, ALEXANDRE

Chairman

yes

12/2017

Apr 30, 2018

Oct 7, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BELVOIR CAPITAL AG

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$372M

$190M

n/a

2024

Mar 24, 2025

$287M

$141M

n/a

2023

Mar 28, 2024

$224M

$116M

n/a

2022

Mar 21, 2023

$195M

$82.0M

n/a

2021

Feb 22, 2022

$193M

$92.4M

n/a

2020

May 19, 2021

$150M

$111M

n/a

2019

Mar 4, 2020

$132M

n/a

2018

Mar 21, 2019

$164M

n/a

2017

Apr 30, 2018

$143M

n/a

2016

Mar 23, 2017

$161M

$149M

n/a

2015

Mar 23, 2016

$154M

$151M

n/a

2014

Mar 27, 2015

$206M

$198M

n/a

2013

Mar 28, 2014

$218M

$209M

n/a

2012

Mar 25, 2013

$214M

$207M

n/a

2011

Feb 16, 2012

$207M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$372M

$287M

29.9%

$195M

24.1%