PICTET NORTH AMERICA ADVISORS SA
Adviser information for PICTET NORTH AMERICA ADVISORS SA last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 20 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 8 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 862 | $4.6B |
| Non-Discretionary | 0 | $0 |
| Total | 862 | $4.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 175 | $25.0M |
| HNW Individuals | 544 | $3.7B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 12 | $4.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 131 | $888.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 431 |
| No. of Non-U.S. Clients | 14 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Principal Office
48 ROUTE DES ACACIASGENEVA 73
Switzerland
Monday - Friday, 9AM - 5PM
Tel: +41.22.307.9000, Fax: +41.22.307.9001
Chief Compliance Officer
MARYAM YOUSEFIAN
48 ROUTE DES ACACIAS
GENEVA 73
Switzerland
Tel:
+41.22.307.9012
Fax:
+41.22.307.9001
M*********@*********M
(Full email address available in API data)
Regulatory Contact
DAMIEN ALLENBACH
OPERATIONS OFFICER
48 ROUTE DES ACACIAS
GENEVA
Switzerland
Tel:
+41.22.307.9028
Fax:
+41.22.307.9001
D*********@*********M
(Full email address available in API data)
Industry Affiliates
| BANK PICTET & CIE (EUROPE) AG | Other investment adviser, including financial plannersBanking or thrift institution |
| BANQUE PICTET & CIE SA | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisorFutures commission merchantBanking or thrift institutionSponsor, GP, manager of pooled investment vehicles |
| FUNDPARTNER SOLUTIONS (EUROPE) SA | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PICTET ASSET MANAGEMENT SA | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SELECT ALTERNATIVE ADVISORS G.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SELECT AI STRATEGIES L.P. | Hedge Fund | $18.7M | $0.0M | 42 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TURRETTINI, MAURICE, ROBERT | Individual | – | DIRECTOR | 05/2009 | < 5% |
| VIANI, GIOVANNI | Individual | – | CHAIRMAN/DIRECTOR | 11/2011 | < 5% |
| LINDSEY, LAWRENCE, BENJAMIN | Individual | – | DIRECTOR | 11/2012 | < 5% |
| PICTET & CIE GROUP SCA | Foreign Entity | – | SHAREHOLDER | 07/2013 | > 75% |
| MCNEEL, DAVID, ELLIS | Individual | – | DIRECTOR | 11/2013 | < 5% |
| LINIGER, PHILIPPE | Individual | – | DIRECTOR | 11/2013 | < 5% |
| VAUCHER, JEAN-JACQUES | Individual | – | CHIEF OPERATING OFFICER | 07/2014 | < 5% |
| PICTET & PARTNERS | Foreign Entity | PICTET & CIE GROUP SCA | SHAREHOLDER | 07/2013 | > 75% |
| YOUSEFIAN, MARYAM | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2016 | < 5% |
| GENEVEY, KARINE | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2022 | < 5% |