DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Reyl Overseas Ltd.
Latest filing Aug 26, 2026
First filing on the tape Dec 6, 2011 · 37 filings
SEC status approved since Jan 4, 2010
RAUM
$462M
reported, Item 5.F
Discretionary
34%
of RAUM
Private clients
85%
$391M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$154M
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$462M as of Aug 26, 2026
Mar 30, 2012$55.0M then
HNW client RAUM$350M as of Aug 26, 2026
Mar 30, 2018$112M then
State-registered IARs (5.B.3)1 as of Aug 26, 2026
Mar 30, 20120 then
Employees (5.A)11 as of Aug 26, 2026
Mar 28, 20136 then
Private funds: no history
RAUM +39% over the last fiscal year+20% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $154MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 59derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $13.0MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 34%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +39%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$350M76%
- Insurance companies$70.3M15%
- Individuals$41.6M9.0%
- Individual clients
- 149reported
- HNW clients
- 27reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 192reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Elias Peter Bachmann | ZüRich | May 20, 2026 | 21 y | 2 |
| Christian (Nmn) Bauer | ZüRich | Jul 17, 2026 | 12 y | 0 |
| Cyril Nmn Charrabe | ZüRich | Jul 17, 2026 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Elias Peter Bachmann from Bsw Wealth PartnersMay 20, 2026 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- (Nmn) Christian Bauer · Managing Directorcontrolsince 06/2018 · owns less than 5%
- Stanislas Michel Broch · Board Membercontrolsince 11/2011 · owns less than 5%
- Barbara Cavuoto · Chief Compliance Officercontrolsince 08/2024 · owns less than 5%
- Liane Magda Elias Hoffmann · Board Membercontrolsince 06/2024 · owns less than 5%
- Armando Ignacio Figueredo · Executive Directorcontrolsince 02/2024 · owns less than 5%
- Christian Richard Achod Fringhian · Board Membercontrolsince 06/2024 · owns less than 5%
- (Nmn) Roger Groebli · Chief Executive Officercontrolsince 03/2022 · owns less than 5%
- (Nmn) Kyoko Kawasaki-Schmelz · Managing Directorcontrolsince 03/2022 · owns less than 5%
- Fraser Jack Loudoun · Chief Investment Officercontrolsince 05/2023 · owns less than 5%
Entity owners
- Reyl & Cie S.A. · Shareholderdirect · owns 75% or more
- Fideuram - Intesa Sanpaolo Private Banking S.P.A. · Shareholderindirect · owns 50% to 75% of Reyl & Cie S.A.
- Intesa Sanpaolo S.P.A. · Shareholderindirect · owns 50% to 75% of Reyl & Cie S.A. · public reporting company
Related persons
Schedule D 7.A
- Reyl & Cie S. A.custodiany
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing Aug 26, 2026RAUM per registered advisor of $153,879,634 against a peer median of $55,716,044 (3252 comparable advisers, 99.0th percentile, 3.4 robust deviations)peers: independent wealth managers, $100M to $500M (3,252) · 99% percentile
- unusually large average HNW clientStatic outlier · filing Aug 26, 2026HNW RAUM per HNW client of $12,953,178 against a peer median of $2,404,040 (4940 comparable advisers, 100.0th percentile, 7.1 robust deviations)peers: independent wealth managers, $100M to $500M (4,940) · 100% percentile
- HNW share shiftChange between filings · filing Mar 18, 2026HNW share of RAUM moved from 57.0% to 76.0% between the annual amendments of 2025-03-24 and 2026-03-18peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 25 %Change between filings · filing Mar 18, 2026RAUM (Item 5.F) moved from $333,280,626 to $461,638,901 (+39.0%) between the annual amendments of 2025-03-24 and 2026-03-18; the peer median change was +15.0% (4551 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 172 to 192Nov 5, 2025 to Mar 18, 2026
- Advisory employees · 7 to 8Nov 5, 2025 to Mar 18, 2026
- HNW clients · 34 to 27Nov 5, 2025 to Mar 18, 2026
- Individual clients · 122 to 149Nov 5, 2025 to Mar 18, 2026
- Employees · 10 to 11Nov 5, 2025 to Mar 18, 2026
- Discretionary RAUM · $164M to $159MNov 5, 2025 to Mar 18, 2026
- HNW RAUM · $189M to $350MNov 5, 2025 to Mar 18, 2026
- Individual RAUM · $64.2M to $41.6MNov 5, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $169M to $302MNov 5, 2025 to Mar 18, 2026
- RAUM · $333M to $462MNov 5, 2025 to Mar 18, 2026
- Financial planning clients · 0 to 0Mar 24, 2025 to Nov 5, 2025
- Accounts · 153 to 172Oct 2, 2024 to Mar 24, 2025
- Advisory employees · 5 to 7Oct 2, 2024 to Mar 24, 2025
- HNW clients · 40 to 34Oct 2, 2024 to Mar 24, 2025
- Individual clients · 99 to 122Oct 2, 2024 to Mar 24, 2025
- Employees · 8 to 10Oct 2, 2024 to Mar 24, 2025
- HQ city · ZURICH to ZÜRICHOct 2, 2024 to Mar 24, 2025
- HQ state · unset to Oct 2, 2024 to Mar 24, 2025
- Discretionary RAUM · $177M to $164MOct 2, 2024 to Mar 24, 2025
- HNW RAUM · $198M to $189MOct 2, 2024 to Mar 24, 2025
- Individual RAUM · $31.5M to $64.2MOct 2, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $145M to $169MOct 2, 2024 to Mar 24, 2025
- RAUM · $322M to $333MOct 2, 2024 to Mar 24, 2025
- Accounts · 148 to 153Nov 23, 2023 to Mar 13, 2024
- Advisory employees · 6 to 5Nov 23, 2023 to Mar 13, 2024
- HNW clients · 46 to 40Nov 23, 2023 to Mar 13, 2024
- Individual clients · 101 to 99Nov 23, 2023 to Mar 13, 2024
- Employees · 9 to 8Nov 23, 2023 to Mar 13, 2024
- State-registered IARs · 0 to 1Nov 23, 2023 to Mar 13, 2024
- Discretionary RAUM · $190M to $177MNov 23, 2023 to Mar 13, 2024
- HNW RAUM · $64.7M to $198MNov 23, 2023 to Mar 13, 2024
- Individual RAUM · $186M to $31.5MNov 23, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $77.1M to $145MNov 23, 2023 to Mar 13, 2024
- RAUM · $267M to $322MNov 23, 2023 to Mar 13, 2024
- Accounts · 173 to 148Nov 1, 2022 to Mar 29, 2023
- HNW clients · 59 to 46Nov 1, 2022 to Mar 29, 2023
- Individual clients · 112 to 101Nov 1, 2022 to Mar 29, 2023
- Employees · 8 to 9Nov 1, 2022 to Mar 29, 2023
- Discretionary RAUM · $182M to $190MNov 1, 2022 to Mar 29, 2023
- HNW RAUM · $267M to $64.7MNov 1, 2022 to Mar 29, 2023
Signals
20 dated events
- Reyl Overseas Ltd. reported RAUM $461.6M, up 39% from $333.3M (2025-11-05 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- Alfred Arthur Dominique Paladini (Chief Compliance Officer) no longer on Schedule A of Reyl Overseas Ltd. (listed 2024-07-17, absent 2024-10-02)Oct 2, 2024 · Control person left · inference
- Barbara Cavuoto (Chief Compliance Officer) appeared on Schedule A of Reyl Overseas Ltd.Oct 2, 2024 · Control person joined · fact
- Liane Magda Elias Hoffmann (Board Member) appeared on Schedule A of Reyl Overseas Ltd.Jul 17, 2024 · Control person joined · fact
- Christian Richard Achod Fringhian (Board Member) appeared on Schedule A of Reyl Overseas Ltd.Jul 17, 2024 · Control person joined · fact
- Nmn Ali-Pasha Bakhtiar (Board Member) no longer on Schedule A of Reyl Overseas Ltd. (listed 2024-03-13, absent 2024-07-17)Jul 17, 2024 · Control person left · inference
- Armando Ignacio Figueredo (Executive Director) appeared on Schedule A of Reyl Overseas Ltd.Mar 13, 2024 · Control person joined · fact
- (Nmn) Lorenzo Rocco Di Torrepadula (Managing Director) no longer on Schedule A of Reyl Overseas Ltd. (listed 2023-07-19, absent 2023-11-23)Nov 23, 2023 · Control person left · inference
- Fraser Jack Loudoun (Chief Investment Officer) appeared on Schedule A of Reyl Overseas Ltd.Jul 19, 2023 · Control person joined · fact
- Reyl Overseas Ltd. reported RAUM $296.7M, down 28% from $414.6M (2021-08-04 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- (Nmn) Kyoko Kawasaki-Schmelz (Managing Director) appeared on Schedule A of Reyl Overseas Ltd.Mar 31, 2022 · Control person joined · fact
- (Nmn) Roger Groebli (Chief Executive Officer) appeared on Schedule A of Reyl Overseas Ltd.Mar 31, 2022 · Control person joined · fact
- Rene Marty (Chief Executive Officer) no longer on Schedule A of Reyl Overseas Ltd. (listed 2021-08-04, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- (Nmn) Francois Reyl (Shareholder) no longer on Schedule A of Reyl Overseas Ltd. (listed 2021-03-31, absent 2021-08-04)Aug 4, 2021 · Control person left · inference
- Reyl Overseas Ltd. reported RAUM $414.6M, up 35% from $307.5M (2020-06-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Reyl Overseas Ltd. reported RAUM $307.5M, up 64% from $187.3M (2019-06-27 to 2020-05-14)May 14, 2020 · RAUM change · derived
- Pasha Bakhtiar (Board Member) appeared on Schedule A of Reyl Overseas Ltd.May 14, 2020 · Control person joined · fact
- E Oliver Hohermuth (Managing Director) no longer on Schedule A of Reyl Overseas Ltd. (listed 2018-03-30, absent 2019-03-30)Mar 30, 2019 · Control person left · inference
- Edouard Romain Krief (Chief Executive Officer) no longer on Schedule A of Reyl Overseas Ltd. (listed 2018-03-30, absent 2019-03-30)Mar 30, 2019 · Control person left · inference
- Rene Marty (Chief Executive Officer) appeared on Schedule A of Reyl Overseas Ltd.Mar 30, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- ch.linkedin.com/company/reyl-overseas-ltdreportedpublic record, Form ADV, Sep 17, 2026
- Website
- REYL-OVERSEAS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- +41 58 717 9400reportedpublic record, Form ADV, Aug 26, 2026
- Contact form
- REYL-OVERSEAS.COM/groupe/contact.html-0reportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- REYL-OVERSEAS.COM/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $154Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026