Reyl Overseas Ltd.
Registered investment adviser · Zürich · CRD #152526
Form ADV data as of 2026-09-01Regulatory assets
$461.6 million
Total accounts
192
Employees
11
Disclosure events
4
Firm details
- Website: http://www.reyl-overseas.com
- Telephone: +41 58 717 9400
- SEC file number: 801-70959
- Most recent Form ADV filing: 2026-08-26
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Convicted of or pled guilty/no contest to an investment-related misdemeanor (past 10 years)
- Charged with an investment-related misdemeanor (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $159.2 million |
| Non-discretionary regulatory assets under management | $302.4 million |
| Total regulatory assets under management | $461.6 million |
| Discretionary accounts | 59 |
| Non-discretionary accounts | 133 |
| Total accounts | 192 |
| Regulatory assets under management attributable to non-U.S. persons | $219.0 million |
People
| Total employees (excluding clerical) | 11 |
| Employees performing investment advisory functions (including research) | 8 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 1 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 16 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $374.4 million |
| Clients for whom a related person has custody | 171 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | Yes |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 149 | $41.6 million |
| High net worth individuals | 27 | $349.7 million |
| Insurance companies | 16 | $70.3 million |