# MARGNA PEAK ADVISORS AG

MARGNA PEAK ADVISORS AG of ZURICH is an SEC-registered investment adviser.

## Registration

- CRD: 128649
- Type: SEC-registered investment adviser
- SEC file number: 801-62473
- Location: TODISTRASSE 16, ZURICH, CH-8002
- Phone: 41-43-244-7550
- Latest filing: 2026-02-18
- Regulatory AUM: $372.5M
- Discretionary AUM: $189.7M
- Non-discretionary AUM: $182.8M
- Clients: 4
- Accounts: 48

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Alexandre Weintraub | CHAIRMAN | — |
| Deepak Soni | CEO / BOARD MEMBER | Zurich, V8 |
| Umberto Trabaldo Togna | SHAREHOLDER | — |
| Massimo Trabaldo Togna | SHAREHOLDER | — |
| Sabina Barbara Weber Sauser | BOARD MEMBER, CIO | — |
| Anja Tessa Schmid | CHIEF COMPLIANCE OFFICER | — |
| Katharina Stumm | CHIEF COMPLIANCE OFFICER | — |
| HARRISON JOSEPH ANTHONY | SHAREHOLDER | — |
| DENNISON PAUL | DIRECTOR; MITGLIED DES VERVALTUNGSRAT / DIRECTOR; MITGLIED DES VERVALTUNGSRAT / DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| SLOAN ROBERT BLANEY | BOARD MEMBER AND CCO; CEO; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SONI DEEPAK | CEO / BOARD MEMBER | Zurich, V8 |
| WEBER SAUSER SABINA BARBARA | BOARD MEMBER, CIO | — |
| PORTER HUMPHERY | SHAREHOLDER | — |
| AUST NORBERT | SHAREHOLDER | — |
| HOCHMUELLER WERNER | BOARD MEMBER; SHAREHOLDER | — |
| GRAY MICHAEL NORMAN | SHAREHOLDER | — |
| GUGELMANN CHRISTOPHER | SHAREHOLDER | — |
| GUGELMANN ALEXANDRA | SHAREHOLDER | — |
| O'CONNOR JEAN EUBANK | SHAREHOLDER | — |
| UPTON NIGEL MARC | MANAGING DIRECTOR AND CCO | — |
| SCHREIBER DENIS WILLIAM | SHAREHOLDER | — |
| STUMM KATHARINA | CHIEF COMPLIANCE OFFICER | — |
| GUGELMANN GEORGE PAUL | SHAREHOLDER | — |
| BERTSCHIN CLAUDIO PATRICK | CHIEF COMPLIANCE OFFICER | — |
| BAUMANN OLIVER ROLF | BOARD MEMBER; CEO; CHIEF OPERATING OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128649/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128649/similar
- Related entities: https://search.stillhousedata.com/firm/128649/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128649

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.