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 LLC (since 2016) that manages wealth for individual and family clients. The firm charges fees as a percentage of assets under management and operates as a capital allocator that both manages portfolios and selects outside managers. Its advisory work focuses on portfolio management for individuals and small businesses, plus manager selection. The firm reports being an active ESG investor and maintains industry ties across broker-dealers, other investment advisers, banking/thrift institutions, insurance companies, and real estate brokerages. Ownership is listed as a mix of a foreign entity and an individual, and the firm’s custodial relationships include a Paris-based bank, underscoring cross-border operational links.
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 1ALEXANDRE CHASSERIAUD
Chief Operating OfficerCRD 6577361
Contacts
3 of 11Thomas Wopat-Moreau
Portfolio ManagerCRD 7091308
HUGO GOZLAN
Investment AdviserCRD 7996339
Benjamin ROBINOT
Senior Portfolio ManagerCRD 6781130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$123M in ETFs
97%
$119M
2%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $8.6M | 11,430 | 6.99% |
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
Similar firms
SEYMOUR ASSET MANAGEMENT LLC
RIANew York, NY
SANDGLASS CAPITAL ADVISORS LLC
RIANew York, NY
BOW STREET LLC
RIANew York, NY
CORINTHIA GLOBAL MANAGEMENT
RIANew York, NY
ATIKA CAPITAL MANAGEMENT, LLC
RIANew York, NY
ASPEN RENEWABLE INVESTMENTS, L.L.C.
RIANew York, NY