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TRANSATLANTIQUE PRIVATE WEALTH LLC
CRD 169820File 801-107101
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$878.8M
Above cohort median (national)
Discretionary AUM
$868.4M
Non-discretionary $10.4M
Clients
411
412 accounts
Employees
11
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 28, 2016
- Principal office
- 520 MADISON AVENUE, 37TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212 644 4219
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $878.8M
- Discretionary AUM
- $868.4M
- Non-discretionary AUM
- $10.4M
- Discretionary accounts
- 407
- Non-discretionary accounts
- 5
- Total accounts
- 412
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $16.0M |
| High net worth individuals | 347 | $829.9M |
| Individuals (other than high net worth individuals) | 64 | $32.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.