{"url":"https://nivawealth.com/firms/candriam-soci-t-en-commandite-par-actions-173355","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173355","regulatoryAum":154660272284,"crd":"173355","secFileNumber":"801-80510","legalName":"Candriam, Société En Commandite Par Actions","displayName":"Candriam, Société En Commandite Par Actions","website":"http://www.candriam.com","linkedinUrl":"https://www.linkedin.com/company/candriam/","founded":null,"organization":"other (specify) organized in Luxembourg","fiscalYearEnd":"December","headquarters":{"street":"19-21 Route D'Arlon, Serenity Bloc B","city":"Strassen","state":"","stateName":"","country":"Luxembourg","postalCode":"L-8009"},"tradeNames":["Candriam"],"registration":{"secApproved":"4 December 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":598,"advisory":288,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":154660272284,"discretionaryAccounts":474,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":52},"clientTypes":[{"label":"Banking or thrift institutions","clients":3,"regulatoryAum":2115714815},{"label":"Investment companies","clients":3,"regulatoryAum":417436839},{"label":"Pooled investment vehicles","clients":190,"regulatoryAum":108028230186},{"label":"Pension and profit-sharing plans","clients":78,"regulatoryAum":11378468488},{"label":"Charitable organizations","clients":75,"regulatoryAum":3168950987},{"label":"State or municipal government entities","clients":12,"regulatoryAum":4277631360},{"label":"Insurance companies","clients":71,"regulatoryAum":17019625438},{"label":"Corporations and other businesses","clients":40,"regulatoryAum":8227208589},{"label":"Other","clients":2,"regulatoryAum":27005582}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Belfius Bank","shortName":"Belfius Bank","location":"Brussels","smaAssets":29136941493},{"name":"Caceis","shortName":"Caceis","location":"Paris","smaAssets":7268555536}],"custodyNote":"Candriam, Société En Commandite Par Actions has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Renato Guerriero","title":"Director, Deputy Chief Executive Officer","crd":"7739674"},{"name":"Vincent Hamelink","title":"Director, Member of the Board of Management and Chief Executive Officer","crd":"6408941"},{"name":"Jean-Yves Maldague","title":"Managing Director, Chairman of the Board of Management and Chief Financial Officer","crd":"6408936"},{"name":"Gonzague Druart","title":"Global Head of Compliance and US Chief Compliance Officer","crd":"7522287"},{"name":"Naim Abou-Jaoude","title":"Chairman of the Board of Directors","crd":"6408927"},{"name":"Matthias Remi BAILLIEUL","title":"Director","crd":"8215890"},{"name":"Fabrice Cuchet","title":"Chief Operations Officer","crd":"7358507"},{"name":"Jean-Francois Marcel DESCHAMPS","title":"Director","crd":"8215887"},{"name":"Nicolas Forest","title":"Chief Investment Officer","crd":"7739679"},{"name":"Dirk Guido GYSELINCK","title":"Director","crd":"8215892"},{"name":"Michael Harte","title":"Director","crd":"7243037"},{"name":"Alain Karaoglan","title":"Director","crd":"1593876"},{"name":"Melissa Kuan","title":"Director","crd":"3157222"},{"name":"Alison Micucci","title":"Director","crd":"2709298"},{"name":"Pierre-Guillaume Veaux","title":"Chief Legal & Compliance Officer","crd":"6621000"}],"ownership":[{"label":"Candriam Group (ex: New York Life Investment Management Global Holdings S.a R.L.)","detail":"Direct interest holder in the 50% to 75% ownership band and a control person, since February 2014."},{"label":"Belfius Bank","detail":"Direct interest holder in the 25% to 50% ownership band and a control person, since November 2025."},{"label":"New York Life Investment Management Holdings International","detail":"Indirect owner: a indirect interest holder of New York Life Investment Management Holdings II International in the 75% or more band and a control person, since February 2014.","parent":"New York Life Investment Management Holdings II International"},{"label":"New York Life Insurance Company","detail":"Indirect owner: a indirect interest holder of New York Life Investment Management Holdings LLC in the 75% or more band and a control person, since February 2014.","parent":"New York Life Investment Management Holdings LLC"},{"label":"New York Life Investment Management Holdings LLC","detail":"Indirect owner: a indirect interest holder of New York Life Investment Management Holdings International in the 75% or more band and a control person, since February 2014.","parent":"New York Life Investment Management Holdings International"},{"label":"New York Life Investment Management Holdings II International","detail":"Indirect owner: a indirect interest holder of New York Life Investment Management Holdings International in the 75% or more band and a control person, since February 2014.","parent":"New York Life Investment Management Holdings International"},{"label":"Candriam Group (ex-New York Life Investment Management Global Holdings S.a R.L.)","detail":"Indirect owner: indirect interest holder of Candriam Luxco S.a R.L. and a control person, since February 2014.","parent":"Candriam Luxco S.a R.L."},{"label":"Societe Federale De Participations Et D'Investissement","detail":"Indirect owner: a indirect interest holder of Belfius Bank in the 75% or more band and a control person, since November 2025.","parent":"Belfius Bank"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":11,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"35227973923","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":15},{"label":"U.S. government/agency bonds","percent":1},{"label":"Sovereign bonds","percent":29},{"label":"Investment grade corporate bonds","percent":25},{"label":"Non-investment grade corporate bonds","percent":7},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":22},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":6},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173355/PDF/173355.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Candriam, Société En Commandite Par Actions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Candriam, Société En Commandite Par Actions offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Candriam, Société En Commandite Par Actions use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Candriam, Société En Commandite Par Actions have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Candriam, Société En Commandite Par Actions invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Candriam, Société En Commandite Par Actions?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Candriam, Société En Commandite Par Actions get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}