# Citizens Private Wealth

Citizens Private Wealth is a Bank / Wealth / Trust based in Tarrytown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tarrytown, United States
- **Region:** North America
- **Founded:** 1992
- **Assets under management:** 16300 (Altss estimate)
- **Website:** https://www.citizensbank.com/investing-and-wealth-management/services/clarfeld.aspx

## Regulatory record

- **CRD number:** 106743
- **SEC file number:** 801-40835
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106743

## About

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 214 employees and 204 investment advisers.

## Sectors

- Secondaries & Special Situations

## 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.

## Related profiles

- [United Capital Financial Life Management](https://altss.com/profile/united-capital-financial-life-management)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/citizens-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology