Transatlantique Private Wealth LLC
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Overview
Transatlantique Private Wealth LLC is located at 520 Madison Avenue, New York, NY. The firm employs 7 financial advisors to manage client portfolios and provide financial guidance. Transatlantique Private Wealth LLC is not a registered broker-dealer.
Transatlantique Private Wealth LLC oversees $595.3 million in assets under management across 311 accounts, of which 306 are discretionary and 5 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The firm caters to retail investors, high net worth investors, and pooled investment vehicles, with high net worth investors being the largest client type by accounts. The fee structure at Transatlantique Private Wealth LLC is asset-based. The firm has 256 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, a banking or thrift institution, an insurance company or agency, and a real estate broker or dealer.
Transatlantique Private Wealth LLC is registered in the states of California, Colorado, Florida, Illinois, Louisiana, Massachusetts, New Hampshire, New York, Pennsylvania, Texas, Utah, and Vermont.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Transatlantique Private Wealth LLC by the Numbers
$595.3 million
8
311
$1.9 million
Products and Services
Transatlantique Private Wealth LLC provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. However, Transatlantique Private Wealth LLC did not provide any of its clients with financial planning services in the last fiscal year. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually are based on the type of services provided. Fees charged by Transatlantique Private Wealth LLC typically consist of the following fee type: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors, and pooled investment vehicles. Out of its 3 clients, Transatlantique Private Wealth LLC's largest client type by number of accounts is high net worth investors, but it also serves 256 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 82.85%
- Other Individuals - 16.18%
- Corporations - 0.97%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Transatlantique Private Wealth LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Transatlantique Private Wealth LLC
New York, NY
New York, NY
San Francisco, CA
New York, NY
New York, NY
New York, NY
Boston, MA
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