Antoine
Piron

Transatlantique Private Wealth LLC

CRD#4970422
Investment Advisor
in San Francisco, CA

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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

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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
Antoine Piron
San Francisco, CA
Jerome Khaski
New York, NY
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.

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