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| Happy Holidays!! thanks for using AUM13F!! |
| Pilotage Private Wealth AG
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| CRD # | 169908 |
| SEC # | 801-79148 |
| CIK # | 0001601071 |
| AUM | $175.4 M (2025-03-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41435081717 |
| Address | Lwenstrasse 40 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 39.2 |
| (b) Individuals (high net worth individuals) | 15 | 48.9 |
| (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 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 70.7 |
| (n) Other | 6 | 12.6 |
| Total | 104 | 175.4 |
| By Discretionary | ||
| Discretionary | 85 | 154.9 |
| Non-Discretionary | 19 | 20.5 |
| Total | 104 | 175.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 95.8 | |
| United States Persons | 79.6 | |
| Total | 104 | 175.4 |
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|---|---|---|
|
W&S Brokerage Services Inc
✚
|
OH | 0.2 |
|
Capital CS Group LLC
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|
CA | 0.2 |
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Elevation Wealth Management LLC
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|
0.2 | |
|
Independent Wealth Management LLC
✚
|
MI | 0.2 |
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
Capital Portfolio Management LLC
✚
|
KS | 0.2 |
|
Lifegoal Wealth Advisors LLC
✚
|
0.2 | |
|
CornerStone Securities LLC
✚
|
KS | 0.2 |
|
CAVU Wealth Management Inc
✚
|
CA | 0.2 |