RIA Intel›Advisers›New York›VONTOBEL ASSET MANAGEMENT, INC.

VONTOBEL ASSET MANAGEMENT, INC.

Advisory

N·NEW YORK, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$20.3B

1-Year AUM Growth

-4.9%

3-Year CAGR

-9.6%

Employees

23

Assets Under Management

Total AUM$20.3B

Discretionary AUM$19.9B

Non-Discretionary AUM$353M

Discretionary %98.3%

Total Clients63

Team

Total Employees23

Investment Advisers63

Employee Growth (1Y)-7.4%

Filing History

Total Filings on Record61

First FilingJan 31, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 61 historical filings spanning 25+ 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 VONTOBEL ASSET MANAGEMENT, INC.

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