European Value Partners Ag (Zurich)

Name: European Value Partners Ag
Address: Dufourstrasse, 5, Zurich, 8702
Telephone: 41 43 336 91 00

European Value Partners Ag is a large advisory firm based in Zurich. It manages $1.76 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015.

European Value Partners Ag provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

European Value Partners Ag: assets under management

The assets under management (AUM) of European Value Partners Ag is $1.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.76 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay European Value Partners Ag for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at European Value Partners Ag

Pieter Van Tol has been acting as President since 1 Mar 2013. Cedric Jacques joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pieter Van Tol	Director	1 Mar 2013	Other	6179978
Petrus Gerardus Cornelis Van Tol	Director	1 Mar 2013	Other	6179978
Daniel Silvan Halter	Director	1 May 2013	Other	6318108
Claus Andersen	Director, chairman	1 May 2013	Other	6318109
Claus Hoejbjerg Andersen	Director, chairman	1 May 2013	Other	6318109
Paolo Rizzini	Chief risk officer	1 Oct 2013	Other	6629972
Tom Stubbe Olsen	Executive director	1 Nov 2013	Other	5733442
Michaela Winther	Executive director	1 Nov 2013	Other	6545718
Neslo Gmbh	Sole shareholder	1 Nov 2014	75% - 100%	00-000000000
Ferdinand Buholzer	Chief compliance officer	1 Nov 2014	Other	6425344
Peter Torndal	Executive director and chief operating officer	1 Sep 2015	Other	6322725
Michaela Pauline Norland Winther	Director	1 Mar 2016	Other	6545718
Michaela Winther	Director	1 Mar 2016	Other	6545718
Ulrik Langhorn Frederiksen	Executive director	1 May 2016	Other	6765283
Cedric Jacques	Shareholder	1 Sep 2017	Other	6859826

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Tom Stubbe Olsen	Sole shareholder	1 Aug 2008	75% - 100%	5733442
Tom Stubbe Olsen	Manager	1 Nov 2014	Other	5733442

Based in Zurich

The principal office where European Value Partners Ag performs its advisory services is located at Dufourstrasse, 5, Zurich, 8702, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 43 336 91 00 or by fax 41 43 336 91 09. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at evpartners.com.