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KAISER PARTNER FINANCIAL ADVISORS LTD.

Advisory

N·ZURICH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+74.1%

3-Year CAGR

+11.4%

Employees

6

Assets Under Management

Total AUM$1.8B

Discretionary AUM$327M

Non-Discretionary AUM$1.4B

Discretionary %18.5%

Total Clients210

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingMay 15, 2009

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 17+ 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 KAISER PARTNER FINANCIAL ADVISORS LTD.

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