# Pictet North America Advisors SA

> Pictet North America Advisors SA is an SEC-registered investment advisory firm in Geneva 73, Switzerland, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 142512
- Filed as: PICTET NORTH AMERICA ADVISORS SA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Geneva 73, Switzerland
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142512
- AdvisorCensus page: https://advisorcensus.com/firm/pictet-north-america-advisors-sa-geneva-73-142512

## Quick answers

**How is Pictet North America Advisors SA compensated?**
On its Form ADV (Item 5.E, October 2026), Pictet North America Advisors SA reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pictet North America Advisors SA located?**
Pictet North America Advisors SA's principal office is in Geneva 73, Switzerland, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Pictet North America Advisors SA registered with the SEC or a state?**
Pictet North America Advisors SA is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142512.

**How much does Pictet North America Advisors SA manage?**
Pictet North America Advisors SA reports $5,302,727,305 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Pictet North America Advisors SA's assets and staff changed since 2021?**
In the Form ADV data for Pictet North America Advisors SA: Regulatory assets under management: $4,381,263,879 in the October 2021 data and $5,302,727,305 in the October 2026 data, up 21%. Total employees: 18 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pictet North America Advisors SA serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (491); individuals (other than high net worth individuals) (152); corporations or other businesses not listed above (150).

**Which custodians does Pictet North America Advisors SA use?**
Pictet North America Advisors SA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banque Pictet & CIE SA (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Pictet North America Advisors SA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142512

**What changed in Pictet North America Advisors SA's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,691,290,871 to $5,302,727,305 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Banque Pictet & CIE SA (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,302,727,305
- Discretionary: $5,302,727,305
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $26,445,750 |
| High net worth individuals | 491 | $4,095,117,984 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 7 | $6,722,790 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 150 | $1,174,440,781 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (19 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Zurich

### Websites listed on Form ADV (Item 1.I)
- [pnaa.pictet.com](https://pnaa.pictet.com)
- LinkedIn @pictet-north-america-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,381,263,879 | 18 | March 31, 2021 |
| October 2022 | $4,850,783,483 | 18 | March 25, 2022 |
| October 2023 | $4,465,219,073 | 18 | March 22, 2023 |
| October 2024 | $4,636,335,313 | 20 | July 11, 2024 |
| October 2025 | $4,691,290,871 | 18 | July 14, 2025 |
| October 2026 | $5,302,727,305 | 18 | August 28, 2026 |

Regulatory assets under management: $4,381,263,879 in the October 2021 data and $5,302,727,305 in the October 2026 data, up 21%.
Total employees: 18 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,691,290,871 to $5,302,727,305 (+13%).

### December 2025
- Registered or notice-filed in MN, SD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pictet North America Advisors SA (CRD 142512): Form ADV filing data as of October 2026.