Pilotage Private Wealth Ag (Zurich)

Name: Pilotage Private Wealth Ag
Address: Uraniastrasse 32, Zurich, 8001
Telephone: 41-43-5081717

Pilotage Private Wealth Ag is a large advisory firm based in Zurich. It manages $576.81 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, New York, and Texas.

Pilotage Private Wealth Ag provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pilotage Private Wealth Ag: assets under management

The assets under management (AUM) of Pilotage Private Wealth Ag is $576.81 million. The firm's AUM has grown by 29% since the beginning of its operation, and $450 million of the total AUM is attributable to clients outside of the United States.

The firm manages $510.45 million in discretionary accounts and $66.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.1 million.

Investments

The firm invests in investment and business development companies the most. They account for 70% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 9% of the firm’s portfolio. Investments in exchange traded securities form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pilotage Private Wealth Ag for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pilotage Private Wealth Ag serves?

The only and largest group of clients of Pilotage Private Wealth Ag is individuals with 58 clients and $547.39 million of assets under management. Among the 9 most similar advisory firms, Pilotage Private Wealth Ag has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $547.39 million for 58 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 30% of the firm’s clients are foreign persons or businesses.

Pilotage Private Wealth Ag doesn't advise any private funds.

Careers at Pilotage Private Wealth Ag

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Brent Douglas Jaciow has served as the Chief Investment Officer since 1 Dec 2013. Pilotage Shareholders Pool joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yann Rousset	Chief executive officer, director	1 Dec 2013	25% - 50%	5128378
Michael Gordon Hunt	Chief compliance officer, chief operating officer, director	1 Dec 2013	Other	2730312
Brent Douglas Jaciow	Chief investment officer	1 Dec 2013	Other	5246439
Rhone Matterhorn Capital Ltd	Shareholder	1 Dec 2013	25% - 50%	foreign
Brent Douglas Jaciow	Shareholder	1 Feb 2016	Other	5246439
Peter Andrew Hottinger	Chief operating officer & chief compliance officer	1 Nov 2016	Other	6726525
Pilotage Shareholders Pool	Shareholder	1 Feb 2017	75% - 100%	foreign

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Weighbridge Trust Limited	Trustee	1 Sep 2011	75% - 100%	foreign
Weighbridge Trust Limited	Trustee	1 Feb 2012	75% - 100%	foreign
Delvino Trust	Shareholder	1 Jun 2012	50% - 75%	foreign
Bramfield Trust	Shareholder	1 Jun 2012	25% - 50%	foreign
Yann Rousset	Shareholder	1 Feb 2017	75% - 100%	5128378

Based in Zurich

The principal office where Pilotage Private Wealth Ag performs its advisory services is located at Uraniastrasse 32, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41-43-5081717 or by fax 41-43-5081718. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pilotage.ch and its LinkedIn profile.