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PICTET NORTH AMERICA ADVISORS SA

CRD 142512File 801-67491
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.30B
Top 25% of cohort (national)
Discretionary AUM
$5.30B
Clients
800
800 accounts
Employees
18

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Feb 13, 2007
Principal office
44 RUE DES NOIRETTES, GENEVA 73, 1211
Phone
+41.22.307.9000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.30B
Discretionary AUM
$5.30B
Non-discretionary AUM
$0
Discretionary accounts
800
Non-discretionary accounts
0
Total accounts
800
AUM per client
$6.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other150$1.17B
Charitable organizations7$6.7M
High net worth individuals491$4.10B
Individuals (other than high net worth individuals)152$26.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
Yes
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients890800decreased by90
Apr 1, 2026AUM$4,691,290,871$5,302,727,305increased by$611,436,434
Apr 1, 2026Accounts889800decreased by89
May 1, 2025
vs Oct 1, 2022
Clients851890increased by39
May 1, 2025
vs Oct 1, 2022
AUM$4,850,783,483$4,691,290,871decreased by$159,492,612
May 1, 2025
vs Oct 1, 2022
Accounts850889increased by39
Apr 1, 2022Clients794851increased by57
Apr 1, 2022AUM$4,381,263,879$4,850,783,483increased by$469,519,604
Apr 1, 2022Accounts886850decreased by36
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PICTET NORTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PICTET NORTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.