PILOTAGE PRIVATE WEALTH AG
Adviser information for PILOTAGE PRIVATE WEALTH AG last updated from Form ADV on March 26th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 73 | $119.2M |
| Non-Discretionary | 23 | $40.5M |
| Total | 96 | $159.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 34 | $31.6M |
| HNW Individuals | 15 | $41.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $3.9M |
| 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 | 13 | $73.7M |
| Other | 6 | $8.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 32 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
L�WENSTRASSE 40ZURICH
Switzerland
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 41-43-5081717, Fax: 41-43-5081718
Chief Compliance Officer
ARBERIA KASAPI
CHIEF OPERATING OFFICER
L�WENSTRASSE 40
ZURICH
Switzerland
Tel:
41-43-5081717
A**********@**********H
(Full email address available in API data)
Regulatory Contact
YANN ROUSSET
CEO
L�WENSTRASSE 40
ZURICH
Switzerland
Tel:
41-43-5081717
Y***********@**********H
(Full email address available in API data)
Industry Affiliates
| PILOTAGE PRIVATE OFFICE AG | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROUSSET, YANN | Individual | – | CHIEF EXECUTIVE OFFICER, DIRECTOR | 12/2013 | > 75% |
| MACK, STEFFEN, HOLGER | Individual | – | CHIEF INVESTMENT OFFICER | 04/2019 | < 5% |
| KASAPI, ARBERIA | Individual | – | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |