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HOTTINGER & CO LIMITED

Advisory

N·LONDON

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+24.0%

3-Year CAGR

+28.3%

Employees

9

Assets Under Management

Total AUM$1.5B

Discretionary AUM$762M

Non-Discretionary AUM$710M

Discretionary %51.8%

Total Clients273

Team

Total Employees9

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingOct 26, 2021

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HOTTINGER & CO LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.