Transatlantique Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 20, 2026, reports $879M in regulatory assets under management, 11 employee, 2 offices, and 412 accounts.
Assets Under Management
$879M
Employees
11
Offices
2 offices
Total Clients
411
Primary office
NEW YORK, NY
520 MADISON AVENUE, 37TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.4% of total clients.
Top client categories% of clientsClients
1
HNWI
84.4%
347
2
Individuals
15.6%
64
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$879Mas of April 20, 2026
Discretionary98.8%
$868M
99% of total RAUM98.8%
Non-discretionary1.2%
$10M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$879M
Total Accounts412
10Y AUM Change+$811M (+1191.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee37:1
10Y Employee Change+8 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.