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PETIOLE USA LIMITED
CRD 159788File 801-74369
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.05B
Clients
1
1 accounts
Employees
7
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 2, 2012
- Principal office
- 1345 AVENUE OF THE AMERICAS, 2ND FLOOR, NEW YORK, NY, 10105
- Phone
- 646-833-2386
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.05B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $1.05B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $1.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NET PROFIT SPLIT METHOD
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | AUM | $1,134,280,686 | $1,050,648,830 | decreased by$83,631,856 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,371,554,963 | $1,134,280,686 | decreased by$237,274,277 |
| Apr 1, 2022 | Employees | 12 | 9 | decreased by3 |
| Apr 1, 2022 | AUM | $1,221,847,028 | $1,371,554,963 | increased by$149,707,935 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETIOLE USA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETIOLE USA” 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.