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Pictet North America Advisors SA

Pictet North America Advisors SA. CRD 142512

Pictet North America Advisors SA logo

CRD: 142512

Pictet North America Advisors SA

Geneva 73, 01211
+41.22.307.9000
$5.3B Total AUM
$5.3B Disc. AUM
2.6% 3Y CAGR
18 Employees
1,376 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Banque Pictet
Clients
Retail and Institutional
Platforms
--
Established Date
02-13-2007
Office Locations
1

Office Locations

48 Route DES Acacias Geneva 73 --

About Pictet North America Advisors SA

Pictet North America Advisors SA is a Pictet Group firm providing wealth management to private clients, families, and institutional investors, with a planning-first approach before implementing portfolio strategy. Created to help US and Canadian investors diversify, it has been SEC-registered since 2007. The group is partnership-owned, independent of external shareholders, and does not engage in investment banking or commercial lending.

Team overview

-- AVG AGE
$294.6M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
9.6 yrs AVG TENURE
18 Employees
18 Advisory Reps
2 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

L

LAWRENCE BENJAMIN LINDSEY

DIRECTOR, Managing Director

CRD
--
Ownership
Less than 5%
Available
Available
Available
P

PHILIPPE LINIGER

Advisor, DIRECTOR

CRD
--
Ownership
Less than 5%
Available
Available
Available

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Contacts

L

LUIS JAVIER JAVIER MAS GOMARA

--

CRD
#6398511
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
11-07-2023
07-11-2024
10-31-2025
05-12-2026
Category Assets AVG. Account size
Discretionary $5,302,727,305 $6,628,409
Non-Discretionary $0 --
Total $5,302,727,305 $6,628,409

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Private Funds:
Available
Corporate - Investment Grade:
Available
U.S. Government/Agency:
Available
Cash:
Available
Sovereign Bonds:
Available
Other:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Private Funds Available Available
Corporate - Investment Grade Available Available
U.S. Government/Agency Available Available
Cash Available Available
Sovereign Bonds Available Available
Other Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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