Firm profile

Margna Peak Advisors Ag

ZURICH, SwitzerlandCRD 128649Registration Status: ApprovedEffective since November 6, 2003SEC # 801-62473Latest ADV February 18, 2026

Margna Peak Advisors Ag is an SEC registered investment adviser organized as a corporation with a primary office location in Zurich, Switzerland. Its latest Form ADV filing, dated February 18, 2026, reports $372M in regulatory assets under management, 4 employees, 1 office, and 48 accounts.

Assets Under Management
$372M
Employees
4
Offices
1 office
Total Clients
48

Associated firm names

3 names listed
  • BELVOIR WEALTH MANAGEMENT AG
  • SLOAN ASSET MANAGEMENT AG
  • MARGNA PEAK ADVISORS AG

Leadership

2 roles identified
CEODeepak Soni
CCOAnja T. Schmid

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

ZURICH, Switzerland

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Switzerland

ZURICHPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$372Mas of February 18, 2026
Discretionary50.9%
$190M
51% of total RAUM50.9%
Non-discretionary49.1%
$183M
49% of total RAUM49.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
48

Assets under management Growth by Quarter

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

Total AUM$372M
Total Accounts48
10Y AUM Change+$212M (+131.7%)

Private Funds

Private funds reported by Margna Peak Advisors Ag

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Employee Growth by Quarter

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

Total Employees4
Clients per Employee12:1
10Y Employee Change+1 (+33.3%)

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.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
BELVOIR CAPITAL AGDirect owner · Schedule AInterest in MARGNA PEAK ADVISORS AG
25% to < 50%
DEEPAK SONIDirect owner · Schedule AInterest in MARGNA PEAK ADVISORS AG
25% to < 50%
SABINA BARBARA WEBER SAUSERDirect owner · Schedule AInterest in MARGNA PEAK ADVISORS AG
25% to < 50%
PKB PRIVATE BANK SAIndirect owner · Schedule BInterest in BELVOIR CAPITAL AG
75%+
AURIGA HOLDING SAIndirect owner · Schedule BInterest in PKB PRIVATE BANK SA
75%+
PLENITUDE SAIndirect owner · Schedule BInterest in AURIGA HOLDING SA
25% to < 50%
ANTIPODES SAIndirect owner · Schedule BInterest in AURIGA HOLDING SA
25% to < 50%
Umberto Trabaldo TognaIndirect owner · Schedule BInterest in PLENITUDE SA
25% to < 50%
Umberto Trabaldo TognaIndirect owner · Schedule BInterest in ANTIPODES SA
25% to < 50%
Massimo Trabaldo TognaIndirect owner · Schedule BInterest in PLENITUDE SA
25% to < 50%
Massimo Trabaldo TognaIndirect owner · Schedule BInterest in ANTIPODES SA
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Margna Peak Advisors Ag.

Reported ownership and control details

Form ADV · Filing date 2026-02-18 · Schedules A and B

13 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1BELVOIR CAPITAL AGSHAREHOLDERForeign entityMARGNA PEAK ADVISORS AG25% to less than 50%Code CYesSHAREHOLDER01/2017Schedule APDF page 20
2ALEXANDRE WEINTRAUBCHAIRMANIndividualMARGNA PEAK ADVISORS AGLess than 5%Code NAYesCHAIRMAN12/2017Schedule APDF page 20
3DEEPAK SONICEO / BOARD MEMBERIndividualMARGNA PEAK ADVISORS AG25% to less than 50%Code CYesCEO / BOARD MEMBER06/2021Schedule APDF page 20
4SABINA BARBARA WEBER SAUSERBOARD MEMBER, CIOIndividualMARGNA PEAK ADVISORS AG25% to less than 50%Code CYesBOARD MEMBER, CIO08/2021Schedule APDF page 20
5Anja Tessa SchmidCHIEF COMPLIANCE OFFICERIndividualMARGNA PEAK ADVISORS AGLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER01/2026Schedule APDF page 20
6PKB PRIVATE BANK SASHAREHOLDERForeign entityBELVOIR CAPITAL AG75% or moreCode EYesSHAREHOLDER03/2024Schedule BPDF page 21
7AURIGA HOLDING SASHAREHOLDERForeign entityPKB PRIVATE BANK SA75% or moreCode EYesSHAREHOLDER12/2016Schedule BPDF page 21
8PLENITUDE SASHAREHOLDERForeign entityAURIGA HOLDING SA25% to less than 50%Code CYesSHAREHOLDER07/1992Schedule BPDF page 21
9ANTIPODES SASHAREHOLDERForeign entityAURIGA HOLDING SA25% to less than 50%Code CYesSHAREHOLDER07/1992Schedule BPDF page 21
10Umberto Trabaldo TognaSHAREHOLDERIndividualPLENITUDE SA25% to less than 50%Code CYesSHAREHOLDER02/2006Schedule BPDF page 21
11Umberto Trabaldo TognaSHAREHOLDERIndividualANTIPODES SA25% to less than 50%Code CYesSHAREHOLDER02/2006Schedule BPDF page 21
12Massimo Trabaldo TognaSHAREHOLDERIndividualPLENITUDE SA25% to less than 50%Code CYesSHAREHOLDER02/2006Schedule BPDF page 21
13Massimo Trabaldo TognaSHAREHOLDERIndividualANTIPODES SA25% to less than 50%Code CYesSHAREHOLDER02/2006Schedule BPDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 2/18/2026 9:46:55 AM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.