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 LLC that has been SEC-registered since 2016 and positions itself as a capital allocator serving individual and family clients. The firm charges fees as a percentage of assets under management and advertises portfolio management for individuals and small businesses alongside selection of third‑party advisers. Its regulatory filing flags the firm as an active ESG investor. Ownership and filings characterize the firm as having foreign-entity and individual ownership elements and an unclassified industry designation. The firm reports affiliations across several industry channels, including broker‑dealer, other investment adviser, banking/thrift, insurance, and real estate brokerage relationships. Transatlantique also indicates it uses external managers, consistent with a capital‑allocating model.
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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