Pascal Investment Advisers SA

RIASEC RegisteredEst. 2025
Total AUM
$874M
Discretionary
$874M
100% of AUM
Avg account
$146M
Accounts
6
Employees
7
Advisory reps
2

Firm details

Headquarters
Nyon,
CRD number
338038
Registered since
December 9, 2025
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds60.23%
  • Pooled Investment Vehicles37.27%
  • Charitable Organizations2.51%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pascal Investment Advisers SA is registered as an institutional RIA and organized as a foreign entity with individual ownership. The firm serves institutional clients, providing portfolio management for pooled investment vehicles and for businesses or other institutions. Its fee structure combines a percentage-of-AUM charge with performance-based fees, indicating an active, outcome-focused compensation model. The firm is not identified as an ESG-focused manager and does not list pension consulting or multi-state retail advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 16%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents16%

Contacts

2 of 2
  • Claude Bernasconi

    Head of Finance & OperationsCRD 8146534

  • Bertrand Faure

    Managing DirectorCRD 8146502

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nyon, null

Location

Nyon, null

Headquartered in Nyon, null.

Address
Rue De Rive 23
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth