Pictet North America Advisors SA
Firm details
- Headquarters
- Geneva,
- CRD number
- 142512
- Registered since
- February 13, 2007
- Website
- pnaa.group.pictet
- Custodians
- BANQUE PICTET & CIE SA
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.23%
- Corporations / Businesses22.15%
- Individuals0.5%
- Charitable Organizations0.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pictet North America Advisors SA is an independent RIA that functions as both an allocator to external managers and a direct portfolio manager. Registered with the SEC since 2007, the firm serves individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its business footprint includes broker‑dealer activity alongside portfolio management for individuals and small businesses, and its corporate structure reflects foreign-entity ownership alongside individual ownership. The adviser is not flagged as an active ESG investor. Industry affiliations noted for Pictet North America Advisors SA extend beyond traditional advisory roles: it has relationships consistent with acting as a broker‑dealer, other investment adviser, CPO/CTA, futures commission merchant, banking or thrift institution, and as a sponsor or general partner of pooled investment vehicles. Those affiliations, together with its designation as a capital allocator, suggest the firm both selects third‑party managers and can originate or sponsor pooled products.
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
- Exchange Traded Equities46%
- Private Funds15%
- Investment Grade Corp Bonds13%
- US Government Bonds10%
- Sovereign Bonds7%
Owners & executives
3 of 3
Francesco Rocciolo
Chief Executive OfficerCRD 4328402
Maryam Yousefian
Chief Compliance OfficerCRD 6691812
Jean-jacques Vaucher
Chief Operating OfficerCRD 6370595
Contacts
3 of 6Luis Javier Mas Gomara
Client Relationship AdvisorCRD 6398511

John Reinsberg
Deputy ChairmanCRD 2204868
Giovanni Viani
Equity PartnerCRD 5989161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$357M in ETFs
79%
$281M
20%
$76M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $66.8M | 155,961 | 18.74% |
Location
Geneva, null
Location
Geneva, null
Headquartered in Geneva, null.
- Address
- 48 Rte Des Acacias
- Office locations
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