PICTET ASSET MANAGEMENT (USA) CORP

RIASEC RegisteredEst. 2021
Total AUM
$382M
Discretionary
$382M
100% of AUM
Avg account
$38.2M
Accounts
10
Employees
14
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
306378
Registered since
January 11, 2021
Custodians
J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.59%
  • Pension & Profit Sharing Plans9.41%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pictet Asset Management (USA) Corp. is the U.S. arm of a foreign-owned asset manager, operating as a corporation and registered with the SEC in 2021. The firm serves institutional clients and charges both a percentage-of-assets fee and performance-based fees. It identifies as an active ESG investor and is involved in commodity pool operator/commodity trading advisor (CPO/CTA) activities. Its advisory work includes portfolio management for investment companies and for pooled investment vehicles, and the firm maintains industry linkages that span broker-dealer, futures commission merchant, banking/thrift, and sponsor/manager roles for pooled vehicles.

Assets & Accounts

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: Sovereign Bonds 78%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 10%, Non-Investment Grade Corp Bonds 1%78%
  • Sovereign Bonds78%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents10%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • ELIZABETH DILLON

    Chief Executive OfficerCRD 4396642

  • LAURENT GAYE

    Chief Technology OfficerCRD 8182563

Contacts

3 of 5
  • NICOLAS TSCHOPP

    Associate General CounselCRD 6760312

  • NIALL QUINN

    DirectorCRD 6559472

  • NOBEL GULATI

    Non-Executive DirectorCRD 2765281

Unlock 2 more contacts

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
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth