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Firm profile

Vontobel Asset Management, Inc..

NEW YORK, NYCRD 105007Latest ADV March 26, 2026

Vontobel Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $20.3B in regulatory assets under management, 63 employees, 1 office, and 41 accounts.

Assets Under Management
$20.3B
Employees
63
Offices
1 office
Total Clients
34
Primary office
NEW YORK, NY
66 HUDSON BOULEVARD, 34TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMelissa C. Demcsik
CCOSylvester Marbey

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 47.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
47.1%
16
2
Investment Cos.
17.6%
6
3
Sovereign Wealth
17.6%
6
4
NON-DISCRETIONARY
17.6%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$20.3Bas of March 26, 2026
Discretionary98.3%
$19.9B
98% of total RAUM98.3%
Non-discretionary1.7%
$353M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$20.3B
Total Accounts41
10Y AUM Change$-12.5B (-38.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees63
Clients per Employee1:1
10Y Employee Change-6 (-8.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.