PASCAL INVESTMENT ADVISERS SA

RIASEC RegisteredEst. 2025
Total AUM
$874M
Discretionary
$874M
100% of AUM
Avg account
$146M
Accounts
6
Employees
7
Advisory reps
2

Firm details

Headquarters
NYON,
CRD number
338038
Registered since
December 9, 2025
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds60.23%
  • Pooled Investment Vehicles37.27%
  • Charitable Organizations2.51%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pascal Investment Advisers SA is an SEC-registered adviser (registration year listed as 2025) that organizes as an entity classified outside the standard broker/RIA labels. Ownership is described as a combination of a foreign entity and an individual. The firm serves an institutional client base and charges both a percentage-of-AUM fee and performance-based fees. Its advisory work focuses on discretionary portfolio management for pooled investment vehicles and for businesses or institutional investors. Pascal does not identify itself as an active ESG investor and is not presented as a multi-state or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 16%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents16%

Contacts

2 of 2
  • Claude Bernasconi

    CRD 8146534

  • Bertrand Faure

    Managing DirectorCRD 8146502

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NYON, null

Location

NYON, null

Headquartered in NYON, null.

Address
RUE DE RIVE 23
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth