Mensarius Ag (Zurich)

Name: Mensarius Ag
Address: Dufourstrasse, 5, Zurich, 8702
Telephone: 41 43 336 91 00

Mensarius Ag is a large advisory firm based in Zurich. It manages $1.13 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2018.

Mensarius Ag provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mensarius Ag: assets under management

The assets under management (AUM) of Mensarius Ag is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and $1.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375.9 million each.

Investments

The firm invests in exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 14% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mensarius Ag for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Petrus Gerardus Cornelis Van Tol serves?

The only and largest group of clients of Petrus Gerardus Cornelis Van Tol is pooled investment vehicles with 2 clients and $1.13 billion of assets under management. Among the 8 most similar advisory firms, Mensarius Ag has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.13 billion for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Mensarius Ag doesn't advise any private funds.

Careers at Mensarius Ag

The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Petrus Gerardus Cornelis Van Tol has been acting as President since 1 Mar 2013. Samuel Ferdinand Ryhner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Petrus Gerardus Cornelis Van Tol	Director	1 Mar 2013	Other	6179978
Daniel Silvan Halter	Director	1 May 2013	Other	6318108
Claus Hoejbjerg Andersen	Director, chairman	1 May 2013	Other	6318109
Paolo Rizzini	Chief risk officer	1 Oct 2013	Other	6629972
Tom Stubbe Olsen	Executive director	1 Nov 2013	Other	5733442
Neslo Gmbh	Shareholder	1 Nov 2014	75% - 100%	00-000000000
Ferdinand Buholzer	Chief compliance officer	1 Nov 2014	Other	6425344
Peter Torndal	Executive director and chief operating officer	1 Sep 2015	Other	6322725
Ulrik Langhorn Frederiksen	Executive director	1 May 2016	Other	6765283
Cedric Jacques	Shareholder	1 Sep 2017	Other	6859826
Valco Investment Gmbh	Shareholder	1 Apr 2019	Other	foreign entity
Cedric Jacques	Executive director	1 May 2019	Other	6859826
Trine Uggerhoj	Executive director	1 May 2019	Other	7157877
Samuel Ferdinand Ryhner	Chief compliance officer	1 Jul 2019	Other	6027118

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Tom Stubbe Olsen	Shareholder	1 Aug 2008	75% - 100%	5733442
Tom Stubbe Olsen	Manager	1 Nov 2014	Other	5733442
Cedric Jacques	Sole shareholder	1 Apr 2019	75% - 100%	6859826

Based in Zurich

The principal office where Mensarius Ag performs its advisory services is located at Dufourstrasse, 5, Zurich, 8702, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 43 336 91 00 or by fax 41 43 336 91 09. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at mensarius.com.