9AT: CLIMBER CAPITAL SA

CLIMBER CAPITAL SA

CLIMBER CAPITAL SA

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 08/19/2016
ADV Location	NYON, VAUD, Switzerland
Contact Info	+41 xxxxxxx
Websites

AUM^*	625,390,555 15%
of that, discretionary	531,404,138 17%
Number of Employees	4
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	6,653,091 10%
% High Net Worth	97.87% -2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

531M 455M 380M 304M 228M 152M 76M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Firm Overview Climber Capital SA (“CCSA”) is a corporation organized under the laws of Switzerland and based in Nyon, Switzerland. We are registered as an investment advisor with the United States Securities and Exchange Commission (“SEC”) – which does not imply a certain level of skill or training - and authorized as a collective asset manager in Switzerland by the Swiss Financial Market Supervisory Authority (“FINMA”). We serve US taxpayers living in the US or abroad, as well as non-US clients since 2014. Our principal owners are Laurent A. Bachmann and Matthieu Y. Balmer. Advisory Services We provide discretionary and non-discretionary investment services to individuals, trusts, corporations or business entities located in the United States and abroad.

Our services are provided based on the individual needs of each client and their stated investment objectives, restrictions and guidelines. Type of Investments We offer our services regarding the following investment types (details under Item 8):
• Cash and short term (0-1 year)
• Fixed income
• Equity
• Other types of instruments We have discretionary assets under management of $453,082,584 and non-discretionary assets under management of $91,024,159 as of December 31, 2023. We also serve certain clients on a non-discretionary basis, regarding assets that we have no control over. As an indication, we manage and supervise total assets of about $600,000,000, including the above detailed regulatory assets.