Petiole USA Limited

RIASEC RegisteredEst. 2012
Total AUM
$1.1B
Discretionary
$0
0% of AUM
Avg account
$1.1B
Accounts
1
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
159788
Registered since
April 2, 2012
Fee structure
Other
Client types
  • Other Investment Advisers100%

Firm profile

FINTRX

Overview

Petiole USA Limited is a corporation operating as an institutional registered investment adviser and capital allocator. The firm is SEC-registered since 2012 and is owned by a mix of a foreign entity and an individual. Its stated clientele is institutional, and it reports a non-standard fee arrangement. Petiole USA functions beyond pure advisory work: it participates as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles, indicating direct involvement in structuring or operating alternative investment vehicles. The firm does not identify as an active ESG investor and does not register as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 85%, Exchange Traded Equities 15%85%
  • Other85%
  • Exchange Traded Equities15%

Owners & executives

1 of 1
  • Aida Samarzija

    Chief Compliance OfficerCRD 1666538

Contacts

3 of 3
  • Sami Favre

    PrincipalCRD 8218607

  • Andrey Kotikovsky

    DirectorCRD 5523277

  • Abdulmohsin Al Omran

    Abdulmohsin Al Omran

    FounderCRD 6028888

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth