Transatlantique Private Wealth LLC

RIASEC Registered
Total AUM
$879M
Discretionary
$868M
99% of AUM
Avg account
$2.1M
Accounts
412
Employees
11
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
169820
Website
www.banquetransatlantique.com
Custodians
INTERACTIVE BROKERS LLC, BANQUE TRANSATLANTIQUE PARIS, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.43%
  • Individuals3.74%
  • Charitable Organizations1.82%

Firm profile

FINTRX

Overview

Transatlantique Private Wealth LLC is a private wealth manager serving individual and family clients on a percentage-of-AUM fee model. The firm identifies as an active ESG investor and maintains business ties across broker-dealer, banking, insurance and real estate channels, suggesting a hybrid set of distribution and product relationships. Ownership is listed as a mix of foreign entity and individual, and the firm is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 69%, Investment Grade Corp Bonds 13%, Cash & Cash Equivalents 13%, State & Local Bonds 4%, Derivatives 1%69%
  • Exchange Traded Equities69%
  • Investment Grade Corp Bonds13%
  • Cash & Cash Equivalents13%
  • State & Local Bonds4%
  • Derivatives1%

Owners & executives

1 of 1
  • Alexandre Chasseriaud

    Alexandre Chasseriaud

    Chief Operating OfficerCRD 6577361

Contacts

3 of 11

  • Thomas Wopat-Moreau

    Portfolio ManagerCRD 7091308

  • Hugo Gozlan

    Hugo Gozlan

    Investment AdviserCRD 7996339

  • Benjamin Robinot

    Benjamin Robinot

    Senior Portfolio ManagerCRD 6781130

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 66

Active vs passive

$123M in ETFs

Passive

97%

$120M

Active

2%

$3.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)VanguardPassiveTechnology$8.6M11,4306.98%
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Location

Primary office

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
520 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth