Petiole Asset Management

What Petiole Asset Management does

Petiole Asset Management AG is a Swiss-regulated boutique asset manager headquartered at Bahnhofstrasse 64, Zurich, founded in 2019 and operating through regional offices in New York and Hong Kong. The firm provides qualified professional and institutional investors with access to institutional-grade private market investment opportunities—including private equity, private credit, real estate, and thematic investments—delivered via co-investments, direct investments, and flagship feeder funds structured alongside world-class sponsors such as KKR, BlackRock, Goldman Sachs, The Carlyle Group, Silver Lake, Apollo, Oaktree, and Neuberger Berman. Reported assets under management exceed $2.3 billion and the firm operates under regulatory licenses in four jurisdictions: FINMA (Switzerland, 2019), SEC (United States), SFC (Hong Kong), and CIMA (Cayman Islands).

The firm operates a proprietary digital investment platform (my.petiole.com) that supports digital onboarding, investor profiling, risk appetite assessment, deal selection, and ongoing portfolio monitoring, augmented by dedicated financial advisors. The platform's primary differentiator is accessibility: minimum entry points start at approximately CHF 150,000, materially below traditional institutional fund minimums. Petiole applies a stated 4% opportunity acceptance rate, applying internal vetting criteria before sourcing any deal to clients, and offers an institutional product suite that includes bankable investment solutions with ISINs designed to integrate into existing banking platforms.

Revenue is generated through two streams: recurring management fees applied on invested capital under management during capital calls, and performance-based fees aligned with investment outcomes. The customer base comprises high-net-worth individuals (with CHF 500,000+ in assets or CHF 2 million+ under specific conditions) and institutional clients including financial advisors, wealth managers, and banks. The firm is led by CEO David Edman and CIO Wassim Jomaa, with a board that includes Non-Executive President Pierre Andre Genillard and Non-Executive Vice President Holger Demuth. Petiole is a signatory to the United Nations Principles for Responsible Investment and is affiliated with the Swiss Ombudsman FINOS.

Name

Petiole Asset Management

Legal name

Petiole Asset Management AG

Website

https://petiole.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Petiole Asset Management AG is a Zurich-based, FINMA-regulated boutique asset manager that provides qualified professional and institutional investors with access to private equity, private debt, and real estate co-investments sourced alongside top-tier global sponsors via a proprietary digital platform.

Ownership category

akta.pro rank

Product category

Private Markets Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Private market investments
• Asset management services
• Private equity programs
• Private credit investing
• Institutional co-investments

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Management Fees: Fees charged based on invested capital under management. Applied during capital calls.
2. Performance Fees: Performance-based fees aligned with client investment outcomes, ensuring incentives are tied to results.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Petiole Asset Management is a Swiss-regulated boutique asset manager that sources, vets and distributes institutional-grade private market investment opportunities (private equity, private credit, real estate and thematic strategies) to qualified professional and institutional investors. Offerings include co-investments and direct deals alongside top-tier sponsors (KKR, BlackRock, Goldman Sachs, Carlyle, Silver Lake, Apollo, Oaktree, Neuberger Berman) and access to flagship PE funds, with minimum entry points starting at CHF 150,000, accessible through a proprietary digital platform combined with dedicated advisor support.

Product overview

Petiole Asset Management operates as a digital private markets investment platform offering three core investment programs (Private Credit, Private Equity, and Flagship PE Funds) alongside direct and co-investment opportunities. The platform enables access to institutional-grade private market opportunities at lower entry minimums starting at $150,000, with tailored proposals delivered in 10 minutes. For institutional clients, the offering extends to bankable investment solutions with ISINs and comprehensive cash management services. All offerings are accessible through a digital platform featuring onboarding, deal selection, portfolio monitoring, and detailed reporting capabilities.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Credit Program Investment program providing exposure to private credit opportunities with emphasis on capital preservation and steady income generation, offering access to high-quality credit assets selected for attractive risk-adjusted returns. Targeted at qualified investors seeking non-public-market yield.
• Private Equity Program Investment program providing exposure to high-growth private companies across sectors and industries via direct investments and co-investments with top-tier private equity sponsors, targeting significant capital appreciation over the long term.
• Flagship PE Funds Program enabling participation in premier private equity funds managed by world-renowned sponsors, offering diversified portfolios of private equity investments with growth and income potential through a proven track record.
• Direct Investments Direct and co-investment opportunities alongside top-tier PE sponsors across sectors and industries, with a minimum investment starting at $150,000 enabling diversification through private equity and co-investment opportunities.
• Digital Investment Platform Seamless digital platform connecting investors with top-tier private market opportunities, enabling digital onboarding, investor profiling, risk assessment, deal selection, monitoring and reporting, supported by dedicated advisors.
• Bankable Investment Solutions Customizable investment solutions for institutional clients with ISINs that integrate into existing banking platforms, giving institutional clients full control over buying and selling within their current systems.
• Cash Management Services Comprehensive cash management services for institutional investors, with pre-funding capital invested in money market and liquid fixed-income securities.

Quantifiable outcome

• Only 4% of private market opportunities meet selection criteria
• +3 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Eleven partnerships are on record, tiered core and minor.

• KKRcoreStrategic or Co-development PartnerPetiole co-invested alongside KKR in its multibillion-dollar acquisition of Wella. KKR is one of the world's leading investment firms providing access to private equity and other asset class opportunities.
• BlackRockcoreStrategic or Co-development PartnerWorld-class investment manager providing access to institutional-grade private market opportunities through partnership with Petiole.
• Goldman SachscoreStrategic or Co-development PartnerLeading global investment bank and asset manager partnered with Petiole to provide exclusive private market opportunities to qualified investors.
• The Carlyle Group (TCG)coreStrategic or Co-development PartnerGlobal investment firm providing access to private equity and alternative investment opportunities through Petiole's platform.
• Silver LakecoreStrategic or Co-development PartnerTechnology-focused investment firm partnered with Petiole to provide access to technology and digital transformation investment opportunities.
• Apollo Global ManagementcoreStrategic or Co-development PartnerAlternative investment manager providing private equity, credit, and real estate opportunities through Petiole's platform.
• Oaktree Capital ManagementcoreStrategic or Co-development PartnerGlobal investment firm specializing in alternative investments including private equity, credit, and real estate.
• Neuberger BermancoreStrategic or Co-development PartnerIndependent investment manager providing access to private equity, fixed income, and multi-asset strategies.
• North Castle PartnerscoreStrategic or Co-development PartnerPetiole invested alongside North Castle Partners in Barry's boutique fitness studio business, a lifestyle brand headquartered in West Hollywood.
• SkyviewcoreStrategic or Co-development PartnerChina technology fund founded by former Baidu executives focused on late-stage 5G and AI companies. Petiole co-invested through Chinatech project.
• AS Birch GroveminorStrategic or Co-development PartnerInvestment management firm included in Petiole's network of world-class asset management partners.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Moonfare: London-headquartered digital private markets platform offering individual investors access to top-tier PE and private credit funds at lower minimums. Directly competes with Petiole on the digital-first democratization of private markets for HNW/institutional clients.
• iCapital Network: US-based technology platform providing wealth managers and other institutional investors access to private equity, private credit and structured investments at scale. Closest comparable in combining institutional-grade deal access with a digital distribution and ISIN-based product layer.
• Hamilton Lane: NASDAQ-listed global private markets investment management firm offering fund of funds, co-investment and direct investing solutions to institutional and private wealth clients. Direct competitor in feeder fund / co-invest deal aggregation for institutional channels.
• Partners Group: SIX Swiss Exchange-listed global private markets manager investing across private equity, private debt, real estate and infrastructure. Strongly comparable multi-strategy private markets platform with similar HNW/institutional mandate and global footprint.
• StepStone Group: NASDAQ-listed global private markets investment firm focused on fund investments, co-investments and secondaries, with growing private wealth distribution. Comparable in curating access to top-tier GPs and packaging it for institutional and wealth clients.
• Intermediate Capital Group (ICG): London-listed global alternative asset manager specializing in private debt, mezzanine and minority equity investments, with institutional and HNW distribution. Strongly comparable in private credit focus and European regulation.

Emerging players

• Golding Capital Partners: Independent European private markets investment manager running fund-of-funds and co-investment vehicles for institutional and private investors. Comparable in mid-market European focus and feeder-fund model though smaller scale.

Broad incumbents

• EQT: Nordic-listed global private markets investment firm with PE, infrastructure, real estate and growth strategies at multi-hundred-billion AUM scale. Broader incumbent with overlapping private market strategy coverage.
• Schroders Capital: The private markets investment division of Schroders, a large UK-listed asset manager offering private equity, private debt, real estate and infrastructure solutions to institutional and wealth clients globally. Comparable as an established player extending into private markets with broad distribution.
• Brookfield Asset Management: NYSE-listed global alternative asset manager with multi-hundred-billion AUM across real estate, infrastructure, renewable power, private equity and credit. Comparable as a broad incumbent accessing institutional and private wealth clients through private market strategies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/petiole_am
• LinkedInlinkedin.com/company/petiole-asset-management
• Instagraminstagram.com/petiole_am?igshid=NTdlMDg3MTY=

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Petiole Asset Management