RIA · CRD 169908SEC-Registered

Updated:

Pilotage Private Wealth AG

Pilotage Private Wealth AG is an SEC-registered investment adviser in Zurich, registered since 2014. The firm manages $228 million in assets, with $202 million...

Pilotage Private Wealth AG logo

Pilotage Private Wealth AG

Pilotage Private Wealth AG is an SEC-registered investment adviser in Zurich, registered since 2014. The firm manages $228 million in assets, with $202 million on a discretionary basis. It has 4 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

Europe

Country

Switzerland

Corporate office

Switzerland

Sector focus

Private WealthSwitzerland

Frequently asked questions

What is the investment focus of Pilotage Private Wealth AG?

The firm's investment focus is not publicly disclosed. Switzerland-based private wealth entities often allocate across liquid markets, real assets, and alternatives (public record).

Is Pilotage Private Wealth AG a single family office or multi-family office?

The firm's exact structure is unclear. The 'AG' corporate form in Switzerland is used by both single-family offices and multi-family offices. No public statements confirm which applies.

Who manages Pilotage Private Wealth AG?

No principal names are publicly available. Swiss privacy standards may limit disclosure of directors or executives for such entities (public record).

Where does the wealth of Pilotage Private Wealth AG originate?

The source of the underlying wealth is not disclosed. The firm may serve a single family or multiple individuals whose wealth origins are private.

Does Pilotage Private Wealth AG invest directly or fund vehicles?

The firm's investment method is unknown. Swiss private wealth firms commonly use both direct investments and external fund vehicles, but no specifics are available for this entity.

Profile maintained by 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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