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Candriam, Société En Commandite Par Actions

SEC-registered adviser since 2014Strassen, LuxembourgCRD 173355

$154.7B
AUM
474
Clients
See fees
Fee
288
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Candriam, Société En Commandite Par Actions is an investment adviser headquartered in Strassen, Luxembourg, and registered with the SEC since 2014. Its clients include pooled investment vehicles, insurance companies, and pension and profit-sharing plans.

Its services include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Fee arrangements include a percentage of assets under management and performance-based fees. Candriam Group (ex: New York Life Investment Management Global Holdings S.a R.L.) owns 50% to 75% of Candriam, Société En Commandite Par Actions, and Renato Guerriero is its CEO.

Clients

Candriam, Société En Commandite Par Actions serves 474 clients, 190 of them pooled investment vehicles. The average client has about $326 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles190 clients70%
  • Pension and profit-sharing plans78 clients7%
  • Charitable organizations75 clients2%
  • State or municipal government entities12 clients3%
  • Insurance companies71 clients11%
  • OtherCorporations and other businesses, Banking or thrift institutions, Investment companies, Other7%
Show client breakdown
Banking or thrift institutions
Clients
3
Regulatory AUM
$2,115,714,815
Share
1.4%
Avg. per client
$705.2M
Investment companies
Clients
3
Regulatory AUM
$417,436,839
Share
0.3%
Avg. per client
$139.1M
Pooled investment vehicles
Clients
190
Regulatory AUM
$108,028,230,186
Share
69.8%
Avg. per client
$568.6M
Pension and profit-sharing plans
Clients
78
Regulatory AUM
$11,378,468,488
Share
7.4%
Avg. per client
$145.9M
Charitable organizations
Clients
75
Regulatory AUM
$3,168,950,987
Share
2.0%
Avg. per client
$42.3M
State or municipal government entities
Clients
12
Regulatory AUM
$4,277,631,360
Share
2.8%
Avg. per client
$356.5M
Insurance companies
Clients
71
Regulatory AUM
$17,019,625,438
Share
11.0%
Avg. per client
$239.7M
Corporations and other businesses
Clients
40
Regulatory AUM
$8,227,208,589
Share
5.3%
Avg. per client
$205.7M
Other
Clients
2
Regulatory AUM
$27,005,582
Share
0.0%
Avg. per client
$13.5M

Total

Clients
474
Regulatory AUM
$154,660,272,284
Share
100%
Avg. per client
$326.3M

What it does

Candriam, Société En Commandite Par Actions provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters and educational seminars. It is paid through a percentage of assets and performance-based fees.

Candriam, Société En Commandite Par Actions advises 6 private funds.

100.0% of assets ($154.66B across 474 accounts) are managed with discretion. 99% of clients are outside the U.S., and 52 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

The filed percentages total 102%. The values below are shown as filed.

Exchange-traded equity securities
15%
U.S. government/agency bonds
1%
Sovereign bonds
29%
Investment grade corporate bonds
25%
Non-investment grade corporate bonds
7%
Securities issued by pooled investment vehicles (other than registered investment companies)
22%
Cash and cash equivalents
3%

Custodians

Candriam, Société En Commandite Par Actions’ client accounts are held mainly at Belfius Bank, with 19% of managed assets, and Caceis, with 5%. Candriam, Société En Commandite Par Actions has custody of client assets.

Managed account assets by custodian
  • Belfius BankBelfius Bank · Brussels · $29.14B19%
  • CaceisCaceis · Paris · $7.27B5%
  • All other custodians$118.25B76%

Ownership and leadership

Candriam Group (ex: New York Life Investment Management Global Holdings S.a R.L.) owns 50% to 75% of Candriam, Société En Commandite Par Actions, and Renato Guerriero is its CEO.

Who owns the firm
Candriam, Société En Commandite Par Actions· the adviser

  • Candriam Group (ex: New York Life Investment Management Global Holdings S.a R.L.)

    Control person · since February 2014

    Owns 50% to 75% of Candriam, Société En Commandite Par Actions

  • Belfius Bank

    Control person · since November 2025

    Owns 25% to 50% of Candriam, Société En Commandite Par Actions

  • Candriam Group (ex-New York Life Investment Management Global Holdings S.a R.L.)

    Indirect interest holder of Candriam Luxco S.a R.L. · Control person · since February 2014

Leadership

  • Renato Guerriero
    Director, Deputy Chief Executive Officer
  • Vincent Hamelink
    Director, Member of the Board of Management and Chief Executive Officer
  • Jean-Yves Maldague
    Managing Director, Chairman of the Board of Management and Chief Financial Officer
  • Gonzague Druart
    Global Head of Compliance and US Chief Compliance Officer
  • Naim Abou-Jaoude
    Chairman of the Board of Directors
  • Matthias Remi BAILLIEUL
    Director
  • Fabrice Cuchet
    Chief Operations Officer
  • Jean-Francois Marcel DESCHAMPS
    Director
  • Nicolas Forest
    Chief Investment Officer
  • Dirk Guido GYSELINCK
    Director
  • Michael Harte
    Director
  • Alain Karaoglan
    Director
  • Melissa Kuan
    Director
  • Alison Micucci
    Director
  • Pierre-Guillaume Veaux
    Chief Legal & Compliance Officer

Staff

  • 598 employees
  • 288 in advisory functions
  • 1 soliciting firm

Fees

Candriam, Société En Commandite Par Actions is paid through a percentage of assets under management and performance-based fees.

Candriam, Société En Commandite Par Actions’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Candriam, Société En Commandite Par Actions has 11 offices, with 1 listed address with no US state reported.

Other business names

Candriam, Société En Commandite Par Actions has reported 1 other business name to the SEC.

  • Candriam

Registration details

Legal name
Candriam, Société En Commandite Par Actions
Headquarters
19-21 Route D'Arlon, Serenity Bloc B, Strassen, Luxembourg L-8009
Phone
35227973923
Website
www.candriam.com
SEC file
801-80510
Structure
other (specify) organized in Luxembourg
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Candriam, Société En Commandite Par Actions have?

Candriam, Société En Commandite Par Actions has 474 clients and manages $154.7 billion for them, as of March 2026. They include 190 pooled investment vehicles, 78 pension and profit-sharing plans and 75 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Candriam, Société En Commandite Par Actions offer?

Candriam, Société En Commandite Par Actions provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Candriam, Société En Commandite Par Actions use?

Candriam, Société En Commandite Par Actions’ separately managed account assets are held at Belfius Bank (Brussels), with $29,136,941,493 and Caceis (Paris), with $7,268,555,536. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Candriam, Société En Commandite Par Actions have?

Candriam, Société En Commandite Par Actions has 0 investment adviser representatives registered with state securities authorities, out of 598 employees, and 288 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Candriam, Société En Commandite Par Actions invest in?

At the end of its last fiscal year, Candriam, Société En Commandite Par Actions’ separately managed accounts held 29% sovereign bonds, 25% investment grade corporate bonds, 22% pooled vehicles (private funds and similar), 15% exchange-traded equities, 7% high-yield corporate bonds, 3% cash and equivalents and 1% U.S. government and agency bonds. It advises 6 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Candriam, Société En Commandite Par Actions?

Candriam, Société En Commandite Par Actions is owned through a holding company by Societe Federale De Participations Et D'Investissement. Its direct owners are Candriam Group (ex: New York Life Investment Management Global Holdings S.a R.L.) (50% to 75%) and Belfius Bank (25% to 50%).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Candriam, Société En Commandite Par Actions get paid?

Candriam, Société En Commandite Par Actions is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 173355.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Candriam, Société En Commandite Par Actions and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.