BELVOIR WEALTH MANAGEMENT AG

UUIDb51cba56-664f-510e-8390-adb9733b7e7c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:23:50

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	128649	128649	—	1.0
lei	391200SJ1BVGS37KHA88	391200SJ1BVGS37KHA88	—	—
sec_file_number	801-62473	801-62473	—	—

HQ CityZURICH

HQ StateNone

HQ CountrySwitzerland

AUM (USD)—

AUM As OfNone

As of 2025-06-05 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.