Petiole USA Limited
Firm details
- Headquarters
- New York, New York
- CRD number
- 159788
- Registered since
- April 2, 2012
- Website
- www.petiole.com
- Fee structure
- Other
- Client types
- Other Investment Advisers100%
Firm profile
FINTRXOverview
Petiole USA Limited is a corporation operating as an institutional registered investment adviser and capital allocator. The firm is SEC-registered since 2012 and is owned by a mix of a foreign entity and an individual. Its stated clientele is institutional, and it reports a non-standard fee arrangement. Petiole USA functions beyond pure advisory work: it participates as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles, indicating direct involvement in structuring or operating alternative investment vehicles. The firm does not identify as an active ESG investor and does not register as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other85%
- Exchange Traded Equities15%
Owners & executives
1 of 1Aida Samarzija
Chief Compliance OfficerCRD 1666538
Contacts
3 of 3Sami Favre
PrincipalCRD 8218607
Andrey Kotikovsky
DirectorCRD 5523277

Abdulmohsin Al Omran
FounderCRD 6028888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1345 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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