$625.4M Total AUM
$531.4M Disc. AUM
-- 3Y CAGR
4 Employees
95 ADV. Clients
9 yrs Firm Age
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- Custodian
- Banque Pictet · UBS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2016
- Office Locations
- 1
Office Locations
Grand-RUE 15 Nyon, Vaud --
About Climber Capital SA
Climber Capital SA provides private asset management (discretionary and advisory mandates) and family office services. The team handcrafts portfolios targeting risk-adjusted performance, using sophisticated tools and independent research across asset allocation and risk management, including fixed income and funds/ETFs. Clients can choose their custodian bank, and the firm limits relationships to stay highly responsive.
Team overview
-- AVG AGE
$208.5M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
3.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MATTHIEU YVES BALMER
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
E
ERIKA BEAUMIER
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $531,404,138 | $6,812,874 |
| Non-Discretionary | $93,986,417 | $5,874,151 |
| Total | $625,390,555 | $6,653,091 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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