Pilotage Private Wealth AG
● SEC registered since 2014CRD 169908SEC# 801-79148Zurich
Reg. AUM
$227.6M
Employees
4
Accounts
113
Location
Zurich
Pilotage Private Wealth AG assets under management
Pilotage Private Wealth AG is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2014. It reports $227.6 million in regulatory assets under management and employs 4 people.
Pilotage Private Wealth AG owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arberia Kasapi Control | Chief Operating Officer/Chief Compliance Officer | Under 5% | 2023 |
| Steffen Holger Mack | Chief Investment Officer | Under 5% | 2019 |
| Yann Rousset Control | Chief Executive Officer, Director | Over 75% | 2013 |
Frequently asked questions
How much does Pilotage Private Wealth AG manage?
Pilotage Private Wealth AG reports $227.6 million in regulatory assets under management on its Form ADV.
How many employees does Pilotage Private Wealth AG have?
Pilotage Private Wealth AG reports 4 employees.
Where is Pilotage Private Wealth AG located?
Pilotage Private Wealth AG is based in Zurich and has been SEC-registered since 2014.
Does Pilotage Private Wealth AG disclose fund performance?
Pilotage Private Wealth AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Todistrasse 48, Zurich 8002 |
| Phone | 41-43-5081717 |
| Fax | 41-43-5081718 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| CIK | 1601071 |
| Discloses disciplinary history | No |
Regulatory AUM
$227.6M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$227.6Mregulatory AUM
Discretionary $201.5MNon-discretionary $26.1M