Transatlantique Private Wealth LLC
● SEC registered since 2016CRD 169820SEC# 801-107101New York, NY
Reg. AUM
$878.8M
Employees
11
Accounts
412
Location
New York, NY
Transatlantique Private Wealth LLC assets under management
Transatlantique Private Wealth LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2016. It reports $878.8 million in regulatory assets under management and employs 11 people.
Transatlantique Private Wealth LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandre Chasseriaud Control | Chief Operating Officer | Under 5% | 2022 |
| Banque Transatlantique S.A. Control | Sole Member | Over 75% | 2013 |
| Xavier Volatier Control | Managing Member/Chief Compliance Officer | Under 5% | 2021 |
| Banque Federative du Credit Mutuel Control | Majority Shareholder | Over 75% | 1998 |
| Caisse Federale de Credit Mutuel Control | Majority Shareholder | Over 75% | 1919 |
| Cic (credit Industriel Et Commercial) Control | Sole Shareholder | Over 75% | 1941 |
Frequently asked questions
How much does Transatlantique Private Wealth LLC manage?
Transatlantique Private Wealth LLC reports $878.8 million in regulatory assets under management on its Form ADV.
How many employees does Transatlantique Private Wealth LLC have?
Transatlantique Private Wealth LLC reports 11 employees.
Where is Transatlantique Private Wealth LLC located?
Transatlantique Private Wealth LLC is based in New York, NY and has been SEC-registered since 2016.
Does Transatlantique Private Wealth LLC disclose fund performance?
Transatlantique Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 520 Madison Avenue, 37th Floor, New York, NY 10022 |
| Phone | 212 644 4219 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$878.8M▲ 48%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$878.8Mregulatory AUM
Discretionary $868.4MNon-discretionary $10.4M