Louisbourg Investments

Overview

Louisbourg Investments is an independent registered investment adviser organized as a corporation with a mixed ownership structure that includes foreign-entity and individual owners. The firm registered with the SEC in 2025 and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management across individual accounts, pooled investment vehicles, and institutional or business clients. Louisbourg charges fees based on a percentage of assets under management and can also receive performance-based fees. The firm is not marketed as an ESG investor and is not designated a multi-state adviser. Louisbourg’s regulatory filings indicate active roles beyond pure advisory work: the firm functions as an insurance company sponsor and has acted as a general partner and managing member for pooled investment vehicles. Those roles align with its ability to deploy or sponsor alternative investment structures in addition to managing traditional portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives