Antoine
Piron

Transatlantique Private Wealth LLC

CRD#4970422
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Antoine Piron is a financial advisor based in San Francisco, California, working with Transatlantique Private Wealth LLC. Antoine has previously held positions at Osterweis Capital, Quasar Distributors, LLC, and Transatlantique Private Wealth LLC. Antoine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Antoine is part of Transatlantique Private Wealth LLC, which operates out of San Francisco, California. The firm has 2 offices and 8 employees. The firm manages assets totaling $595.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Transatlantique Private Wealth LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

26 O'Farrell St, Suite 501
San Francisco, CA 94108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Transatlantique Private Wealth LLC Brokerage Details

Total Assets Under Management

$595,329,700

CA Average: $7,464,549,021
Total Number of Employees

8

CA Average: 88
Total Number of Accounts

311

CA Average: 3,892
Average Account Size

$1,914,243

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Antoine Piron Work History

2019 - Present (5 years)

Transatlantique Private Wealth LLC

2013 - 2019 (6 years)

Osterweis Capital

2013 - 2019 (6 years)

Quasar Distibutors, LLC

Disclosures

Please visit the SEC profile of Antoine Piron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transatlantique Private Wealth LLC

Thomas Wopat-Moreau
New York, NY
Jerome Khaski
New York, NY
Antoine Piron
San Francisco, CA
William Levesque
New York, NY
Louiza Ferrara
New York, NY
Xavier Volatier
New York, NY
Michael Audrain
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started