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Degroof Petercam Asset Management

SEC-registered adviser since 2013Brussels, BelgiumCRD 166048

$16.9B
AUM
216
Clients
See fees
Fee
85
Advisory staff

From Form ADV filed 29 April 2026 · data retrieved 15 October 2026SEC record

Degroof Petercam Asset Management is an investment adviser headquartered in Brussels, Belgium, and registered with the SEC since 2013. Its clients include pension and profit-sharing plans, state or municipal government entities, and insurance companies.

Its services include portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Banque Degroof Petercam Sa owns 75% or more of Degroof Petercam Asset Management.

Clients

Degroof Petercam Asset Management serves 216 clients, 71 of them pension and profit-sharing plans. The average client has about $78 million with the firm.

Regulatory assets by client type
  • Pension and profit-sharing plans71 clients41%
  • Charitable organizations69 clients10%
  • State or municipal government entities29 clients20%
  • Insurance companies23 clients19%
  • Corporations and other businesses14 clients7%
  • OtherPooled investment vehicles, Other3%
Show client breakdown
Pooled investment vehicles
Clients
4
Regulatory AUM
$283,727,955
Share
1.7%
Avg. per client
$70.9M
Pension and profit-sharing plans
Clients
71
Regulatory AUM
$6,846,865,006
Share
40.6%
Avg. per client
$96.4M
Charitable organizations
Clients
69
Regulatory AUM
$1,723,655,149
Share
10.2%
Avg. per client
$25.0M
State or municipal government entities
Clients
29
Regulatory AUM
$3,374,293,315
Share
20.0%
Avg. per client
$116.4M
Insurance companies
Clients
23
Regulatory AUM
$3,231,116,504
Share
19.2%
Avg. per client
$140.5M
Corporations and other businesses
Clients
14
Regulatory AUM
$1,116,633,618
Share
6.6%
Avg. per client
$79.8M
Other
Clients
6
Regulatory AUM
$289,685,524
Share
1.7%
Avg. per client
$48.3M

Total

Clients
216
Regulatory AUM
$16,865,977,071
Share
100%
Avg. per client
$78.1M

What it does

Degroof Petercam Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

Degroof Petercam Asset Management provided financial planning to 0 clients last fiscal year and advises no private funds.

96.6% of assets ($16.29B across 190 accounts) are managed with discretion; $578.7M across 26 accounts are not. 99% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks3%
  • Funds57%
  • Bonds38%
    • Sovereign bonds19%
    • Investment grade corporate bonds10%
    • High-yield corporate bonds5%
    • U.S. government and agency bonds4%
  • Cash1%
  • Other1%
    • Derivatives1%

Custodians

Degroof Petercam Asset Management’s client accounts are held mainly at Bank Degroof Petercam Luxembourg Sa, with 55% of managed assets. Degroof Petercam Asset Management has custody of client assets.

Managed account assets by custodian
  • Bank Degroof Petercam Luxembourg SaBank Degroof Petercam Luxembourg Sa · Luxembourg · $9.22B55%
  • All other custodians$7.65B45%

Ownership and leadership

Banque Degroof Petercam Sa owns 75% or more of Degroof Petercam Asset Management.

Who owns the firm
Degroof Petercam Asset Management· the adviser

  • Banque Degroof Petercam Sa

    Control person · since October 2013

    Owns 75% or more of Degroof Petercam Asset Management

Leadership

  • Olivier Carcy
    Director
  • Sabine CAUDRON
    Director
  • Yves CEELEN
    Director
  • Peter De Coensel
    Director - Chairman of the Management Board
  • Laurent De Meyere
    Director
  • Mathieu FERRAGUT
    Director
  • Sylvie Huret
    Director - Chairwoman of the Board of Directors
  • Jean-Michel Loehr
    Director
  • Ophelie Mortier
    Director
  • Jeroen Sioncke
    Director
  • Anne-Charlotte TOESCA
    Director
  • Frank van Bellingen
    Director
  • Frederiek VAN HOLLE
    Director
  • Sam VEREECKE
    Director

Staff

  • 191 employees
  • 85 in advisory functions
  • 1 soliciting firm

Fees

Degroof Petercam Asset Management is paid through a percentage of assets under management and performance-based fees.

Degroof Petercam Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Degroof Petercam Asset Management has 0 offices, with 1 listed address with no US state reported.

Other business names

Degroof Petercam Asset Management has reported 1 other business name to the SEC.

  • Dpam

Registration details

Legal name
Degroof Petercam Asset Management
Headquarters
Rue Guimard 18, Brussels, Belgium B-1040
Phone
003222879515
Website
degroofpetercam.com
SEC file
801-77449
Structure
corporation organized in Belgium
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 Degroof Petercam Asset Management have?

Degroof Petercam Asset Management has 216 clients and manages $16.9 billion for them, as of April 2026. They include 71 pension and profit-sharing plans, 69 charitable organizations and 29 state or municipal government entities.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026

What services does Degroof Petercam Asset Management offer?

Degroof Petercam Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.

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

Which custodians does Degroof Petercam Asset Management use?

Degroof Petercam Asset Management’s separately managed account assets are held at Bank Degroof Petercam Luxembourg Sa (Luxembourg), with $9,218,518,032. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026

How many financial advisors does Degroof Petercam Asset Management have?

Degroof Petercam Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 191 employees, and 85 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 Degroof Petercam Asset Management invest in?

At the end of its last fiscal year, Degroof Petercam Asset Management’s separately managed accounts held 57% pooled vehicles (private funds and similar), 19% sovereign bonds, 10% investment grade corporate bonds, 5% high-yield corporate bonds, 4% U.S. government and agency bonds, 3% exchange-traded equities, 1% derivatives and 1% cash and equivalents. It advises no private funds of its own.

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

Who owns Degroof Petercam Asset Management?

Degroof Petercam Asset Management is owned through a chain of holding companies by Credit Agricole Sa. Its direct owner is Banque Degroof Petercam Sa (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026

How does Degroof Petercam Asset Management get paid?

Degroof Petercam Asset Management 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 29 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 166048.

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 Degroof Petercam Asset Management 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.