The Pictet Group
$105M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$43.0M
$105M
2017
2024
Same-firm comparison: 2 firms that reported The Pictet Group in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ventira Private Wealth Management Ltd. | $74.9M | $541M | 13.8% | 03/11/2025 |
| Ag Global Advisors Llc | $29.7M | $100M | 29.6% | 03/31/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.