B
CRD: 162969
Beck Asset Management SA
Zurich, 08003
+41 44 462 40 40
$48.2M Total AUM
$48.2M Disc. AUM
10.7% 3Y CAGR
2 Employees
24 ADV. Clients
14 yrs Firm Age
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- Custodian
- Bank Vontobel
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2012
- Office Locations
- 1
Office Locations
Birmensdorferstrasse 123 Zurich --
About Beck Asset Management SA
Beck Asset Management SA is a Zurich-based RIA. The firm has been operating for 14 years. Managing $48.2M in total assets under management, with 1 advisory representatives. They custody assets with Bank Vontobel. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$48.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Quantum Vital momentum Harbor oak Ridge Timber crest Pathway
Client Personas
Vertex legacy
Investment Themes
Value quantum
Investment Vehicles
Quantum
Services
Atlas summit Meridian horizon Horizon Frontier matrix
Owner & Executives
Jakob Natan Beck
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(937) 507-8558
foundation.pathway@harborcapital.com
in linkedin.com/in/peak-atlas
R
Reinhard Peter Elias
Chief Financial Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(669) 832-8487
vertex.horizon@primecapital.com
in linkedin.com/in/vertex-summit
C
Crest frontier
Harbor horizon harbor
- CRD
- #45101
- Ownership
- 48.5%
(292) 262-9080
capital.value@deltacapital.com
in linkedin.com/in/vital-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,174,585 | $2,007,274 |
| Non-Discretionary | $0 | -- |
| Total | $48,174,585 | $2,007,274 |
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Separately Managed Accounts
Total SMA Asset: $48,174,585
Equity - Exchange:
12.9% U.S. Government/Agency:
14.1% Corporate - Investment Grade:
21.6% Cash:
20.3% Corporate - Non-Investment Grade:
21.0% Equity - OTC:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $338,810,977 | 12.9% |
| U.S. Government/Agency | $370,328,278 | 14.1% |
| Corporate - Investment Grade | $567,311,404 | 21.6% |
| Cash | $533,167,662 | 20.3% |
| Corporate - Non-Investment Grade | $551,552,754 | 21.0% |
| Equity - OTC | $265,270,611 | 10.1% |
| Total | $2,626,441,686 | 100.0% |