PETIOLE USA LIMITED
Firm details
- Headquarters
- New York, New York
- CRD number
- 159788
- Registered since
- April 2, 2012
- Website
- www.petiole.com
- Fee structure
- Other
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Petiole USA Limited is a corporate, SEC-registered investment allocator that reports serving institutional clients. The firm is owned by a mix of foreign-entity and individual ownership and describes itself as a capital allocator rather than a traditional retail RIA. Petiole USA is not marked as an active ESG investor, does not operate as a multi-state adviser, and uses a non-standard ("Other") fee structure. Its regulatory history shows SEC registration in 2012.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other85%
- Exchange Traded Equities15%
Owners & executives
1 of 1AIDA SAMARZIJA
Chief Compliance OfficerCRD 1666538
Contacts
3 of 3SAMI FAVRE
PrincipalCRD 8218607
ANDREY KOTIKOVSKY
DirectorCRD 5523277
ABDULMOHSIN AL OMRAN
FounderCRD 6028888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1345 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
WHITEFORT CAPITAL MANAGEMENT, LP
RIANew York, NY
MACK REAL ESTATE CREDIT STRATEGIES, L.P.
RIANew York, NY
MATAURO, LLC
RIANew York, NY
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC.
RIANew York, NY
FREEDOM 3 CAPITAL LLC
RIANew York, NY
GRIFFIN ASSET MANAGEMENT, LLC
RIANew York, NY