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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

PILOTAGE PRIVATE WEALTH AG

CRD 169908

ZURICH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f55b5d24-1b69-a7e8-9f26-d363285b1eca

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Jan 27, 2014 to Mar 19, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.48 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $228MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $202M
Private client RAUM: $110MderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 113
Individual clients: 48
High net worth clients: 14
SEC number: 801-79148
CIK: 1601071
CRD: 169908
Filings on the tape: 31
First filed: Jan 27, 2014
Latest filed: Mar 19, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
YANN ROUSSET	n/a	Zurich	9	17	1	no
CLAUDIA REGINA RUTISHAUSER	n/a	8001 ZURICH	9	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KASAPI, ARBERIA	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	Na	yes	06/2023	Jan 29, 2024	Mar 26, 2024
ROUSSET, YANN	CHIEF EXECUTIVE OFFICER, DIRECTOR	E	yes	12/2013	Jan 27, 2014	Mar 26, 2024
MACK, STEFFEN, HOLGER	CHIEF INVESTMENT OFFICER	Na	no	04/2019	Mar 31, 2021	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PILOTAGE PRIVATE OFFICE AG	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$228M	$202M	4	3	0	n/a	n/a
2024	Mar 10, 2025	$175M	$155M	4	3	0	n/a	n/a
2023	Mar 26, 2024	$160M	$119M	3	2	0	n/a	n/a
2022	Mar 28, 2023	$150M	$116M	5	3	0	n/a	n/a
2021	Mar 31, 2022	$177M	$137M	5	3	0	n/a	n/a
2020	Mar 31, 2021	$270M	$136M	5	3	0	n/a	n/a
2019	Mar 30, 2020	$200M	$119M	5	3	1	n/a	n/a
2018	Mar 29, 2019	$577M	$510M	6	3	1	n/a	n/a
2017	Mar 31, 2018	$722M	$594M	6	4	1	n/a	n/a
2016	Jan 26, 2017	$717M	$671M	6	3	n/a	n/a	n/a
2015	Mar 1, 2016	$456M	$448M	6	3	n/a	n/a	n/a
2014	Mar 17, 2015	$447M	$442M	8	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$228M	$175M	29.8%	$150M	15.0%	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PILOTAGE WEALTH MANAGEMENT AG	2	Dec 31, 2016	Jan 30, 2017	Zurich	Team lift out	Other	100.0%

Relationships

Registered with (3)

← CLAUDIA REGINA RUTISHAUSERAdvisorregistration: current employment
Sep 12, 2017 to presentfactForm ADV
← YANN ROUSSETAdvisorregistration: current employment
Jan 26, 2017 to presentfactForm ADV
← LUKE PAUL HARRISONAdvisorregistration: previous registration
Jan 30, 2017 to Apr 27, 2018factForm ADV

Affiliated with (1)

← PILOTAGE WEALTH MANAGEMENT AGRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← ROUSSET, YANNOwnerCHIEF EXECUTIVE OFFICER, DIRECTOR, ownership code E, individual
Jan 27, 2014 to Mar 26, 2024factForm ADV
← KASAPI, ARBERIAOwnerCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 29, 2024 to Mar 26, 2024factForm ADV

Owns (1)

← MACK, STEFFEN, HOLGEROwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2021 to Mar 26, 2024factForm ADV

Moved with (1)

← PILOTAGE WEALTH MANAGEMENT AGRegistered adviser2 advisors, team lift out, same day
Dec 31, 2016 to Jan 30, 2017factForm ADV

Dated events

Occurred
Jan 29, 2024
Control person left
Andrew Peter Hottinger (Chief Operating Officer, Chief Financial Officer & Chief Compliance Officer) no longer on Schedule A of Pilotage Private Wealth Ag (listed 2023-03-28, absent 2024-01-29)
Form ADVobserved 6 days ago
Occurred
Jan 29, 2024
Control person joined
Arba Kasapi (Chief Operating Officer/Chief Compliance Officer) appeared on Schedule A of Pilotage Private Wealth Ag
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Pilotage Private Wealth Ag reported RAUM $199.7M, down 65% from $576.8M (2019-07-19 to 2020-03-30)
Form ADVobserved 6 days ago
$-377M
Occurred
Jan 26, 2017
Succession filed (Item 4)
Pilotage Private Wealth Ag reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jan 27, 2014
First Form ADV filing
Maseco Private Assets Ag filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f55b5d24-1b69-a7e8-9f26-d363285b1eca
First observed: Jan 27, 2014
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PILOTAGE PRIVATE WEALTH AG

CRD 169908

ZURICH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f55b5d24-1b69-a7e8-9f26-d363285b1eca

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

YANN ROUSSET

n/a

Zurich

CLAUDIA REGINA RUTISHAUSER

n/a

8001 ZURICH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KASAPI, ARBERIA

CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

yes

06/2023

Jan 29, 2024

Mar 26, 2024

ROUSSET, YANN

CHIEF EXECUTIVE OFFICER, DIRECTOR

yes

12/2013

Jan 27, 2014

Mar 26, 2024

MACK, STEFFEN, HOLGER

CHIEF INVESTMENT OFFICER

04/2019

Mar 31, 2021

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PILOTAGE PRIVATE OFFICE AG

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$228M

$202M

n/a

2024

Mar 10, 2025

$175M

$155M

n/a

2023

Mar 26, 2024

$160M

$119M

n/a

2022

Mar 28, 2023

$150M

$116M

n/a

2021

Mar 31, 2022

$177M

$137M

n/a

2020

Mar 31, 2021

$270M

$136M

n/a

2019

Mar 30, 2020

$200M

$119M

n/a

2018

Mar 29, 2019

$577M

$510M

n/a

2017

Mar 31, 2018

$722M

$594M

n/a

2016

Jan 26, 2017

$717M

$671M

n/a

2015

Mar 1, 2016

$456M

$448M

n/a

2014

Mar 17, 2015

$447M

$442M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$228M

$175M

29.8%

$150M

15.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PILOTAGE WEALTH MANAGEMENT AG

Dec 31, 2016

Jan 30, 2017

Zurich

Team lift out

Other

100.0%