Petiole Usa Limited
- Regulatory AUM
- $1.1B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $1.1B
- Accounts
- 1
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $1.1B | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Al Omran, Abdulmohsin, Nmn | President | Jun 2004 (22y) | ≈ 42.19% – 100% via Petiole Hk Holding Limited | |
| Hedley, Jon, Peveril | Managing Partner | Mar 2019 (7y) | Less than 5% | |
| Samarzija, Aida, Snjezana | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Petiole Holding Ag | Owner | Mar 2020 | A | 75% or more |
| Petiole Hk Holding Limited | Owner | Apr 2018 | B | ≈ 56.25% – 100% via Petiole Holding Ag |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Al Omran, Abdulmohsin, Nmn: 75% – 100% of Petiole Hk Holding Limited × 75% – 100% of Petiole Holding Ag × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Petiole Hk Holding Limited: 75% – 100% of Petiole Holding Ag × 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.26 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
- • Other fees
- • NET PROFIT SPLIT METHOD
Services
- • Other services
Custody
Reported custodians
- J.P. Morgan $163M (10% of AUM) Feb 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗