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| Compagnie de Banque Privee Quilvest Sa
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|---|---|
| CRD # | 288468 |
| SEC # | 801-110762 |
| CIK # | |
| AUM | $4.5 BB (2023-03-31) |
| Employees | 207 (22% Investors, 0% Brokers) |
| Phone | 352270271 |
| Address | 48, Rue Charles Martel Luxembourg, Luxembourg |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 941 | 0.8 |
| (b) Individuals (high net worth individuals) | 48 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 26 | 1.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 180 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,807 | 4.5 |
| By Discretionary | ||
| Discretionary | 1,738 | 3.9 |
| Non-Discretionary | 69 | 0.6 |
| Total | 1,807 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.5 | |
| United States Persons | 0.0 | |
| Total | 1,807 | 4.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TD Private Client Wealth LLC
✚
|
NY | 4.7 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
4.7 | |
|
Triad Hybrid Solutions LLC
✚
|
GA | 4.6 |
|
Pure Financial Advisors LLC
✚
|
CA | 4.6 |
|
Centaurus Financial Inc
✚
|
CA | 4.6 |
|
Boston Common Asset Management LLC
✚
|
MA | 4.6 |
|
Zhang Financial LLC
✚
|
MI | 4.5 |
|
Shuster Advisory Group LLC
✚
|
CA | 4.4 |
|
Index Fund Advisors Inc
✚
|
CA | 4.4 |
|
Fort Pitt Capital Group LLC
✚
|
PA | 4.3 |