# Avalor Investment AG

Avalor Investment AG is a Multi Family Office based in Zurich, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 2005
- **Assets under management:** 3.5B (Altss estimate)
- **Website:** www.avalor.ch
- **LinkedIn:** https://www.linkedin.com/company/avalor-investment-ag/

## Regulatory record

- **CRD number:** 283227
- **SEC file number:** 801-107717
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283227

## About

Avalor Investment AG was established in 2005 by Amaury Jordan. The firm began as a vehicle to deliver investment advisory and reporting services to private families in Switzerland. Jordan remains a founding partner and serves on the advisory council after stepping down as CEO in 2021. The firm allocates across private equity, real estate, infrastructure, hedge funds and natural resources. It executes through direct holdings, co-investments and select external managers. Confirmed positions include ownership in SF Urban Properties Ltd, a Zurich mixed-use real estate vehicle, and the Fritz Pümpin Collection. Geographic exposure centers on Europe and North America. ESG integration appears in portfolio construction through membership in Swiss Sustainable Finance. Avalor employs a partner-owned model with five named partners on the operating team. Patrick von Koss became CEO in November 2025 after joining as partner in 2010. Additional offices are not disclosed. Adjacent vehicles include the Fritz Pümpin Stiftung and the World Pathology Foundation. The firm belongs to the Alliance of Swiss Wealth Managers, VSV-ASG and the American Swiss Foundation. Partner ownership creates a structural distinction from typical multi-family offices that rely on external capital or corporate parents. Decision rights remain inside the partner group, which also holds board seats at portfolio companies such as SF Urban Properties Ltd. This arrangement aligns incentives without layered fund vehicles or third-party mandates.

## Sectors

- Private Equity
- Real Estate
- Infrastructure
- Hedge Funds
- Natural Resources

## People

- Amaury Jordan — Founding Partner and Advisory Council member
- Patrick von Koss — CEO and Partner
- Dr. Anja Römer — Partner and Board Member
- Catherine Pümpin — Board Member
- Martin Schwizer — Chairman of the Board of Directors

## Questions

### Who runs investment decisions at Avalor Investment AG?

Patrick von Koss serves as CEO. Investment decisions rest with the partner group that includes Amaury Jordan, Dr. Anja Römer, Catherine Pümpin and Martin Schwizer.

### Does Avalor Investment AG commit to external funds or focus on direct investments?

The firm uses a mix of direct holdings, co-investments and selected external managers. Portfolio construction includes private equity, real estate and infrastructure positions.

### What geographic regions does Avalor Investment AG cover?

Exposure centers on Europe and North America. Zurich serves as headquarters with investments tracked in both regions.

### Which industry associations does Avalor Investment AG belong to?

The firm is a member of the Alliance of Swiss Wealth Managers, Swiss Sustainable Finance, VSV-ASG and the American Swiss Foundation.

### How does Avalor Investment AG handle ESG considerations?

ESG integration occurs through membership in Swiss Sustainable Finance and explicit portfolio construction standards.

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Last updated: 2026-07-06T01:24:11.843Z

Canonical page: https://altss.com/profile/avalor-investment-ag

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