Pictet Asset Management (Usa) Corp
- Regulatory AUM
- $382M
- Discretionary
- $382M
- Clients
- 8
- Avg AUM / client
- $47.8M
- Accounts
- 10
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 7 | $346M | 90.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $35.9M | 9.41% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dillon, Elizabeth, Retta | Chief Executive Officer, President And Director | Oct 2019 (7y) | Less than 5% | |
| Gulati, Nobel, (Nmn) | Director | Oct 2019 (7y) | Less than 5% | |
| Quinn, Niall, Michael | Director | Oct 2019 (7y) | Less than 5% | |
| Di Patrizi, Luca | Vice President And Treasurer | Jan 2020 (7y) | Less than 5% | |
| Tschopp, Nicolas, Christian | Chief Legal Officer | Feb 2020 (7y) | Less than 5% | |
| Cawthrow, David, Robert | Chief Compliance Officer | May 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pictet Asset Management Limited | Shareholder | Oct 2019 | A | 75% or more |
| Pictet Asset Management Holding Sa | Shareholder | Oct 2019 | B | ≈ 56.25% – 100% via Pictet Asset Management Limited |
| Pictet & Cie Group Sca | Shareholder | Oct 2019 | B | ≈ 42.19% – 100% via Pictet Asset Management Holding Sa |
| Pictet & Partners | Shareholder | Oct 2019 | B | ≈ 31.64% – 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 Asset Management Holding Sa: 75% – 100% of Pictet Asset Management Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Pictet & Cie Group Sca: 75% – 100% of Pictet Asset Management Holding Sa × 75% – 100% of Pictet Asset Management Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Pictet & Partners: 75% – 100% of Pictet & Cie Group Sca × 75% – 100% of Pictet Asset Management Holding Sa × 75% – 100% of Pictet Asset Management Limited × 75% – 100% direct ≈ 31.64% – 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) | 06/25/2026 | 1.54 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
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $28.3M (7% of AUM) Jun 2026
- BNY Mellon $7.7M (2% of AUM) Jun 2026
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: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗