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PICTET NORTH AMERICA ADVISORS SA

CRD 142512File 801-67491
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 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
48 ROUTE DES ACACIAS, 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.