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MARCUARD FAMILY OFFICE LTD

Advisory

N·ZURICH

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM

$8.7B

1-Year AUM Growth

-0.3%

3-Year CAGR

+8.8%

Employees

19

Assets Under Management

Total AUM$8.7B

Discretionary AUM$4.1B

Non-Discretionary AUM$4.6B

Discretionary %47.3%

Total Clients137

Team

Total Employees19

Investment Advisers36

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingOct 8, 2010

Latest FilingJul 17, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 16+ 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 MARCUARD FAMILY OFFICE LTD

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