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Hugo Gozlan

Transatlantique Private Wealth LLC

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About Hugo Gozlan

Hugo Gozlan is a financial advisor registered with Transatlantique Private Wealth LLC. Hugo has been in the industry since 2018 and holds the Series 65 license. Hugo specializes in providing investment advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Hugo's experience includes positions at Banque Transatlantique, Orionis Management, and Oxfam.

Firm Information

Hugo Gozlan is currently registered with Transatlantique Private Wealth LLC. Transatlantique Private Wealth LLC is an investment advisor based in New York, NY. The firm provides portfolio management for individuals, pooled investment vehicles, and other investment advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations, managing a total of $595,329,700 in assets.
Transatlantique Private Wealth LLC

520 MADISON AVENUE

NEW YORK, NY 10022

$595.33M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hugo Gozlan’s Registration & Firm History

NY

10/17/2024 - Present

Transatlantique Private Wealth LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hugo Gozlan.
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