Transatlantique Private Wealth LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 169820
- Registered since
- January 28, 2016
- Custodians
- INTERACTIVE BROKERS LLC, BANQUE TRANSATLANTIQUE PARIS, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.43%
- Individuals3.74%
- Charitable Organizations1.82%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Transatlantique Private Wealth LLC is an SEC-registered investment adviser (registered in 2016) that manages portfolios primarily for individuals and families. The firm operates as a limited liability company and describes itself as a capital allocator, using a fee model based on a percentage of assets under management. Core advisory services include discretionary portfolio management for individuals and small businesses and the selection or oversight of outside managers. The firm identifies itself as an active ESG investor and lists ownership that includes both a foreign entity and an individual. Its business footprint connects to broker-dealer, banking, insurance and real estate channels, suggesting access to multiple distribution and custody relationships.
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
- Exchange Traded Equities69%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents13%
- State & Local Bonds4%
- Derivatives1%
Owners & executives
1 of 1
Alexandre Chasseriaud
Chief Operating OfficerCRD 6577361
Contacts
3 of 10
Michael Audrain
Head of OfficeCRD 7101089
Benjamin Robinot
Senior Portfolio ManagerCRD 6781130
Xavier Volatier
Managing DirectorCRD 6818692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$123M in ETFs
97%
$120M
2%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $8.6M | 11,430 | 6.98% |
Location
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
- 520 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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