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Building 2TRANSATLANTIQUE PRIVATE WEALTH LLC

Map pinNEW YORK, NY
Phone212 644 4219
NotebookSEC #801-107101
Total AUM
$878.8M
Employees
11
Clients
412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
520 MADISON AVENUE
37TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212 644 4219
Other Offices
2

ReceiptFinancials

Total AUM
$878.8M
Accounts
412
Discretionary
$868.4M
Accounts
407
Non-Discretionary
$10.4M
Accounts
5

ContactClients

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Individual Clients
64
AUM
$32.9M
HNW Individual Clients
347
AUM
$829.9M
Charitable Organization Clients
1
AUM
$16M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLILLAMANHNJNYPATXUTVAVT

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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