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⚲
|
| Pilotage Private Wealth AG
✚
|
|
|---|---|
| CRD # | 169908 |
| SEC # | 801-79148 |
| CIK # | |
| AUM | $149.8 MM (2023-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 41435081717 |
| Address | Lowenstrasse 40 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 27.0 |
| (b) Individuals (high net worth individuals) | 16 | 34.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 4.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 67.6 |
| (n) Other | 9 | 12.5 |
| Total | 109 | 149.8 |
| By Discretionary | ||
| Discretionary | 85 | 115.5 |
| Non-Discretionary | 24 | 34.3 |
| Total | 109 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 74.5 | |
| United States Persons | 75.3 | |
| Total | 109 | 149.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Castleton Partners LLC
✚
|
NY | 0.2 |
|
Cypress Capital Group Inc
✚
|
FL | 0.2 |
|
Milestones Private Investment Advisors LLC
✚
|
NY | 0.1 |
|
Barnstone Advisors LLC
✚
|
PA | 0.1 |
|
Cerasus Advisors Inc
✚
|
FL | 0.1 |
|
Cap Partners LLC
✚
|
TN | 0.1 |
|
Argyle Capital Partners LLC
✚
|
CA | 0.1 |
|
Sage Investment Advisers LLC
✚
|
NY | 0.1 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.1 |