SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Transatlantique Private Wealth LLC
New York, NY
CRD 169820
Firm filing updated September 25, 2026 ·
- $878.8MAssets
- 10Advisory staff
- 412Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals347
- Individuals64
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 64 | $32.9 million |
| High net worth individuals | 347 | $829.9 million |
| Charitable organizations | Fewer than 5 clients | $16.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$878.8 million
- Accounts412
- Discretionary$868.4 million · 407 accounts
- Non-discretionary$10.4 million · 5 accounts
People
- Employees11
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 169820, SEC file 801-107101.
- Registered with the SEC as an investment advisor (status date on record: January 28, 2016).
Is Transatlantique Private Wealth LLC a fiduciary?
Short answer: Transatlantique Private Wealth LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.