You're signed outSign in or to get full access.
Climber Capital SA
Climber Capital SA is an independent, Swiss-owned wealth management boutique headquartered in Nyon, Vaud, Switzerland. Founded by experienced portfolio managers, the firm specializes in personalized and efficient private asset management for private and institutional clients both in Switzerland and internationally. Climber Capital is supervised by the Association Romande des Intermédiaires Financiers (ARIF) and FINMA, and is also registered as a foreign investment adviser with the US SEC. Their leadership has over 20 years of experience in investment management, and the firm employs fewer than 25 people.
Investment Strategy
Climber Capital SA delivers bespoke asset management, focusing on sophisticated, risk-adjusted investment solutions tailored to each client’s needs, objectives, and expectations. The firm limits the number of client relationships to ensure responsiveness and individualized attention, working in total independence to generate research and investment ideas. Their process-driven portfolio management aims to optimize costs and control the entire investment process, utilizing a broad network of experts for comprehensive wealth solutions.
Latest 13F Filing Activity
Climber Capital SA filed their most recent 13F report on Jun 30, 2025 disclosing 65 equity positions with a total 13F market value of $156M. The fund increased holdings in Vanguard S&P 500 Etf, Invesco S&P 500 Equal Weight Technology Etf, SPDR Gold Trust among other positions. Climber Capital SA reduced exposure to Apple Inc., Berkshire Hathaway Inc., Mastercard Inc. among others.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 9.68% | $15.1M | 27,225 | $538.44 | $568.03 | +$3.4M |
G GLD | SPDR Gold Trust | 7.89% | $12.3M | 43,444 | $242.99 | $304.83 | +$1.6M |
S SHV | iShares Short Treasury Bond ETF | 5.65% | $8.8M | 100,295 | $110.13 | $110.42 | +$772.2K |
S SPSB | SPDR Portfolio Short Term Corporate Bond ETF | 5.32% | $8.3M | 279,794 | $29.88 | $30.19 | +$1.2M |
S SDY | SPDR S&P Dividend ETF | 3.92% | $6.1M | 46,537 | $132.70 | $135.73 | +$931.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more