Customer Relationship Summary

(Form CRS/ ADV Part 3) as of 5 May 2025

‍

Eschler Asset Management LLP (“Eschler”) is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you (the retail investor) to understand the differences. Free and simple tools are available to research firms and financial professionals at https://Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers and investing.

What investment services and advice can you provide me?

Eschler provide discretionary investment management services to retail investors. Our services include asset allocation, monitoring and provision of investment account statements. We do not provide financial planning services or wrap fee programs. We provide services to high net-worth investors, pooled investment vehicles, charitable organisations and corporations. Retail investors only comprise a small part of our client relationships. We also introduce investors to a fund and investment manager whom with have a relationship with. However, we do not offer this service to US investors.

• Monitoring: As part of our standard services provided to retail investors, we monitor their investments informally daily and conduct formal reviews monthly.
• Investment Authority: We provide a discretionary investment management service which means we have the discretion to select investments for our clients. We enter into mandates with our clients which set the limits on how we exercise this discretion.
• Limited Investment Offerings: Our services are limited to providing discretionary investment management services to investors with respect to equity and equity related investments.
• Account minimums and other requirements: To engage as a new client with us, professional investors must have a minimum account size of at least $100,000. This minimum may be waived at our discretion.

For more information on our services please review our Form ADV, Part 2A brochure which is available at: https://adviserinfo.sec.gov/firm/summary/311807.

Conversation starters for a discussion with your financial professional

• Given my financial situation, should I choose an investment advisory service? Why or why not?
• How will you choose investments to recommend to me?
• What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?

What fees will I pay?

The fees charged are established in a client’s written engagement letter with us. Fees are negotiable based on portfolio size and complexity. Our standard annual fees for our discretionary investment management services are 0%-2% of client assets under management per year. We also charge a performance-based fee of 10%-25% per year. All fees paid to our firm for investment management services are separate and distinct from the fees charged by custodians and imposed by broker/dealers. Examples of these expenses are transaction fees, account fees and product level fees. You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. In relation to the agreement to introduce investors to an investment manager and fund, we receive a percentage of the management and performance fees paid to the manager by the investors we refer. As above, we do not offer this service to US investors.

For more information on our fees please see our Form ADV, Part 2A brochure which is available at: https://eschlerasset.com.

Conversation starters for a discussion with your financial professional

• Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
• How might your conflicts of interest affect me, and how will you address them?

What are your legal obligations to me when acting as my investment adviser? How else does your firm make money and what conflicts of interest do you have?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:

• The more assets there are in a retail investor’s investment management account, the more a retail investor will pay to us in fees, and we may therefore have an incentive to encourage you (the retail investor) to increase the assets in your account.

For more information on our conflicts of interest please see our Form ADV, Part 2A brochure which is available at: https://adviserinfo.sec.gov/firm/summary/311807.

How do your financial professionals make money?

Our main business is to provide independent investment management services to our clients. In relation to these services, income is attributable to the delivery of these services. Our staff’s compensation packages are based on salary, bonus, drawings, and profit share. Compensation is tied to the amount of client assets serviced and client retention rate. The one agreement we have in place to introduce investors to a fund and investment manager results in a conflict of interest in relation to the way we are paid. This is because we are incentivised to introduce investors to the fund and investment manager based on the fees received rather than on an investor’s needs and revenue the firm earns is from introductions made. As above, this service is not offered to US investors.

Do you or your financial professionals have legal or disciplinary history?

No, our firm has never been involved in any legal proceedings. None of our officers, portfolio managers or other employees have been the subject of any disciplinary actions by the SEC. You should visit https://investor.gov/CRS for a free and simple search tool to research our firm and your financial professionals.

Conversation starters for a discussion with your Financial Professional

• As a financial professional, do you have any disciplinary history? For what type of conduct?
• Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?

Retail investors can find additional information about our investment services, and a copy of our relationship summary at: https://adviserinfo.sec.gov/firm/summary/311807. Please contact us at +44 7775824595 for up-to-date information about our services.