Pictet North America Advisors Sa
- Regulatory AUM
- $5.3B
- Discretionary
- $5.3B
- Clients
- 800
- Avg AUM / client
- $6.6M
- Accounts
- 800
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $26.4M | 0.5% |
| High net worth individuals | 491 | $4.1B | 77.2% |
| Charitable organizations | 7 | $6.7M | 0.13% |
| Corporations and other businesses | 150 | $1.2B | 22.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $18.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Select Ai Strategies L.P. | Hedge Fund | Cayman Islands | $18.7M | 42 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Turrettini, Maurice, Robert | Director | May 2009 (17y) | Less than 5% | |
| Viani, Giovanni | Chairman/Director | Nov 2011 (15y) | Less than 5% | |
| Lindsey, Lawrence, Benjamin | Director | Nov 2012 (14y) | Less than 5% | |
| Liniger, Philippe | Director | Nov 2013 (13y) | Less than 5% | |
| Mcneel, David, Ellis | Director | Nov 2013 (13y) | Less than 5% | |
| Vaucher, Jean Jacques | Chief Operating Officer And Chief Executive Officer Ad Interim | Jul 2014 (12y) | Less than 5% | |
| Yousefian, Maryam | Chief Compliance Officer | Aug 2016 (10y) | Less than 5% | |
| Luis Javier Javier Mas Gomara | Registered representative | Sep 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pictet & Cie Group Sca | Shareholder | Jul 2013 | A | 75% or more |
| Pictet & Partners | Shareholder | Jul 2013 | B | ≈ 56.25% – 100% via Pictet & Cie Group Sca |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pictet & Partners: 75% – 100% of Pictet & Cie Group Sca × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $18.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Select Ai Strategies L.P. | Hedge Fund | $18.7M | $0 | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Banque Pictet & Cie Sa $5.2B (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗