REYL OVERSEAS LTD.
Latest filing: Mar 24, 2025 (189 days ago)
AUM
$333,280,626
3% change vs. 1 year ago
12% change vs. 3 years ago
78% change vs. 5 years ago
195% change vs. 10 years ago
Employee Count
10
25% change vs. 1 year ago
25% change vs. 3 years ago
25% change vs. 5 years ago
67% change vs. 10 years ago
Main Office
ZÃRICH,
65 TALSTRASSE, ZÃRICH, , SWITZERLAND, 8001
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.2 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 122 | $0.1 |
| Average Individual AUM | $526,401 | |
| HNW | 34 | $0.2 |
| Average HNW AUM | $5,554,057 | |
| Retail Total | 156 | $0.3 |
| Average Retail AUM | $1,622,172 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| REYL & CIE. S.A. | GENEVA--CHE | $0.3 |
| PICTET | GENEVA--CHE | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 40% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 15% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 15% | $0.0 |
| HY Credit | 3% | $0.0 |
| Derivatives | 2% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 20% | $0.1 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| REYL & CIE S. A. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| PALADINI, DOMINIQUE, ALFRED ARTHUR | CHIEF COMPLIANCE OFFICER |
| BROCH, MICHEL, STANISLAS | BOARD MEMBER |
| BAUER, CHRISTIAN, (NMN) | MANAGING DIRECTOR |
| BAKHTIAR, ALI-PASHA, NMN | BOARD MEMBER |
| KAWASAKI-SCHMELZ, KYOKO, (NMN) | MANAGING DIRECTOR |
| GROEBLI, ROGER, (NMN) | CHIEF EXECUTIVE OFFICER |
| LOUDOUN, JACK, FRASER | CHIEF INVESTMENT OFFICER |
| FIGUEREDO, IGNACIO, ARMANDO | EXECUTIVE DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROGER GROEBLI | ZÜRICH | ||||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.3 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 3% | 8 | 2 | 25% |
| 2023-04-04 | $0.3 | $0.1 | 25% | 9 | 1 | 11% |
| 2022-04-01 | $0.3 | $0.0 | 12% | 8 | 2 | 25% |
| 2021-04-05 | $0.4 | -$0.1 | -20% | 8 | 2 | 25% |
| 2020-04-01 | $0.2 | $0.1 | 78% | 8 | 2 | 25% |
| 2019-04-01 | $0.2 | $0.1 | 78% | 8 | 2 | 25% |
| 2018-04-02 | $0.2 | $0.2 | 119% | 6 | 4 | 67% |
| 2017-04-01 | $0.1 | $0.2 | 190% | 6 | 4 | 67% |
| 2016-04-01 | $0.1 | $0.2 | 190% | 6 | 4 | 67% |
| 2015-04-01 | $0.1 | $0.2 | 195% | 6 | 4 | 67% |
| 2014-04-01 | $0.1 | $0.2 | 220% | 5 | 5 | 100% |
| 2013-04-01 | $0.1 | $0.2 | 220% | 6 | 4 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA-12/06/2011, DE-03/31/2022, FL-01/04/2010, MA-03/24/2025, NY-01/04/2010, TX-01/04/2010 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV