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Citizens Private Wealth
Citizens Private Wealth is an SEC-registered investment adviser in Tarrytown, NY, since 1992. The firm manages $15.5 billion in assets, with $12.7 billion on...
Citizens Private Wealth
Citizens Private Wealth is an SEC-registered investment adviser in Tarrytown, NY, since 1992. The firm manages $15.5 billion in assets, with $12.7 billion on discretionary basis. It has 204 employees and 204 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1992
AUM
16300 (Altss estimate)
Location
Region
North America
Country
United States
City
Tarrytown
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at Citizens Private Wealth?
No named CIO or investment committee members are disclosed in available records.
Does Citizens Private Wealth participate in fund commitments or only direct deals?
All recorded activity centers on secondary purchases of existing fund interests.
What investment stages does Citizens Private Wealth typically target?
The firm focuses on secondary transactions across mature private-fund portfolios.
Where does the underlying wealth come from?
Capital originates from clients of the parent banking institution.
Is Citizens Private Wealth structured as a single family office?
The unit operates as a bank-affiliated wealth manager rather than a family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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