CRD: 169820
Transatlantique Private Wealth LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-21-2014
- Office Locations
- 3
Office Locations
About Transatlantique Private Wealth LLC
Transatlantique Private Wealth LLC is a U.S. investment adviser and subsidiary of Banque Transatlantique (Crédit Mutuel Alliance Fédérale) focused on U.S. persons with a French-American footprint. The firm provides cross-border planning and discretionary portfolio management, with ongoing monitoring and rebalancing plus compliance support. Solutions include TPW allocation strategies and independent manager stock-picking frameworks, supported by Europe-based research, with custody in the U.S. and, for some mandates, France. Offices in New York, San Francisco, and Boston.
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Owner & Executives
ALEXANDRE CHASSERIAUD
CHIEF OPERATING OFFICER
- CRD
- #6577361
- Ownership
- Less than 5%
XAVIER VOLATIER
Chief Compliance Officer, Managing Member
- CRD
- #6818692
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHAEL AUDRAIN
--
- CRD
- #7101089
ERWAN COLLOBERT
--
- CRD
- #8268367
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $868,422,607 | $2,133,716 |
| Non-Discretionary | $10,352,483 | $2,070,497 |
| Total | $878,775,090 | $2,132,949 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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