{"url":"https://nivawealth.com/firms/degroof-petercam-asset-management-166048","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166048","regulatoryAum":16865977071,"crd":"166048","secFileNumber":"801-77449","legalName":"Degroof Petercam Asset Management","displayName":"Degroof Petercam Asset Management","website":"https://degroofpetercam.com","founded":null,"organization":"corporation organized in Belgium","fiscalYearEnd":"December","headquarters":{"street":"Rue Guimard 18","city":"Brussels","state":"","stateName":"","country":"Belgium","postalCode":"B-1040"},"tradeNames":["Dpam"],"registration":{"secApproved":"2 January 2013","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":191,"advisory":85,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":16287284719,"discretionaryAccounts":190,"nonDiscretionary":578692352,"nonDiscretionaryAccounts":26,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":4,"regulatoryAum":283727955},{"label":"Pension and profit-sharing plans","clients":71,"regulatoryAum":6846865006},{"label":"Charitable organizations","clients":69,"regulatoryAum":1723655149},{"label":"State or municipal government entities","clients":29,"regulatoryAum":3374293315},{"label":"Insurance companies","clients":23,"regulatoryAum":3231116504},{"label":"Corporations and other businesses","clients":14,"regulatoryAum":1116633618},{"label":"Other","clients":6,"regulatoryAum":289685524}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Bank Degroof Petercam Luxembourg Sa","shortName":"Bank Degroof Petercam Luxembourg Sa","location":"Luxembourg","smaAssets":9218518032}],"custodyNote":"Degroof Petercam Asset Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Olivier Carcy","title":"Director","crd":"8083101"},{"name":"Sabine CAUDRON","title":"Director","crd":"7701251"},{"name":"Yves CEELEN","title":"Director","crd":"7244126"},{"name":"Peter De Coensel","title":"Director - Chairman of the Management Board","crd":"6279945"},{"name":"Laurent De Meyere","title":"Director","crd":"6928233"},{"name":"Mathieu FERRAGUT","title":"Director","crd":"8083102"},{"name":"Sylvie Huret","title":"Director - Chairwoman of the Board of Directors","crd":"6139201"},{"name":"Jean-Michel Loehr","title":"Director","crd":"7083793"},{"name":"Ophelie Mortier","title":"Director","crd":"8239318"},{"name":"Jeroen Sioncke","title":"Director","crd":"7350276"},{"name":"Anne-Charlotte TOESCA","title":"Director","crd":"8239319"},{"name":"Frank van Bellingen","title":"Director","crd":"7519430"},{"name":"Frederiek VAN HOLLE","title":"Director","crd":"7701253"},{"name":"Sam VEREECKE","title":"Director","crd":"7701254"}],"ownership":[{"label":"Banque Degroof Petercam Sa","detail":"Owner in the 75% or more ownership band and a control person, since October 2013."},{"label":"Ca Indosuez S.A.","detail":"Indirect owner: a shareholder of Banque Degroof Petercam Sa in the 75% or more band and a control person, since June 2024.","parent":"Banque Degroof Petercam Sa"},{"label":"Credit Agricole Corporate and Investment Bank","detail":"Indirect owner: a shareholder of Ca Indosuez S.A. in the 75% or more band and a control person, since June 2024.","parent":"Ca Indosuez S.A."},{"label":"Credit Agricole Sa","detail":"Indirect owner: a shareholder of Credit Agricole Corporate and Investment Bank in the 75% or more band and a control person, since June 2024.","parent":"Credit Agricole Corporate and Investment Bank"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"003222879515","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 pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":4},{"label":"Sovereign bonds","percent":19},{"label":"Investment grade corporate bonds","percent":10},{"label":"Non-investment grade corporate bonds","percent":5},{"label":"Derivatives","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":57},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/166048/PDF/166048.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Degroof Petercam Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Degroof Petercam Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Degroof Petercam Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Degroof Petercam Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Degroof Petercam Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Degroof Petercam Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Degroof Petercam Asset Management get paid?","answer":"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","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."}