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Pilotage Private Wealth AG

● SEC registered since 2014CRD 169908SEC# 801-79148Zurich
Export (members)
Reg. AUM
$175.4M
Employees
4
Accounts
104
Location
Zurich

Pilotage Private Wealth AG assets under management

Pilotage Private Wealth AG is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2014. It reports $175.4 million in regulatory assets under management and employs 4 people.

Pilotage Private Wealth AG owners & executives

3 reported
NameTitleOwnershipSince
Arberia Kasapi ControlChief Operating Officer/Chief Compliance OfficerUnder 5%2023
Steffen Holger MackChief Investment OfficerUnder 5%2019
Yann Rousset ControlChief Executive Officer, DirectorOver 75%2013

Frequently asked questions

How much does Pilotage Private Wealth AG manage?

Pilotage Private Wealth AG reports $175.4 million in regulatory assets under management on its Form ADV.

How many employees does Pilotage Private Wealth AG have?

Pilotage Private Wealth AG reports 4 employees.

Where is Pilotage Private Wealth AG located?

Pilotage Private Wealth AG is based in Zurich and has been SEC-registered since 2014.

Does Pilotage Private Wealth AG disclose fund performance?

Pilotage Private Wealth AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLöwenstrasse 40, Zurich 8001
Phone41-43-5081717
Fax41-43-5081718
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
CIK1601071
Discloses disciplinary historyNo

Assets under management

Discretionary$154.9M
Non-discretionary$20.5M
Total (RAUM)$175.4M