Petercam Institutional Asset Management

RIASEC RegisteredEst. 2013
Total AUM
$16.9B
Discretionary
$16.3B
97% of AUM
Avg account
$78.1M
Accounts
216
Employees
191
Advisory reps
14

Firm details

Headquarters
Brussels,
CRD number
166048
Registered since
January 2, 2013
Custodians
BANK DEGROOF PETERCAM LUXEMBOURG SA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pension & Profit Sharing Plans40.6%
  • State / Municipal Government20.01%
  • Insurance Companies19.16%
  • Charitable Organizations10.22%
  • Corporations / Businesses6.62%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Petercam Institutional Asset Management is a corporate, SEC-registered investment adviser that primarily serves institutional clients. The firm provides portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional mandates. Its fee arrangements include both asset-based fees and performance-linked compensation. Petercam identifies as a non-ESG active manager and is not registered as a multi-state adviser; its ownership is listed as a mix of foreign entity and individual ownership. The firm also operates in roles tied to other financial product distribution and maintains affiliations with broker-dealers and banking/thrift institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 57%, Sovereign Bonds 19%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 5%, US Government Bonds 4%, Exchange Traded Equities 3%, Derivatives 1%, Cash & Cash Equivalents 1%57%
  • Private Funds57%
  • Sovereign Bonds19%
  • Investment Grade Corp Bonds10%
  • Non-Investment Grade Corp Bonds5%
  • US Government Bonds4%

Owners & executives

3 of 3
  • Peter De Coensel

    Peter De Coensel

    CEOCRD 6279945

  • Yves Ceelen

    Yves Ceelen

    CIOCRD 7244126

  • Sylvie Huret

    Sylvie Huret

    CEOCRD 6139201

Contacts

3 of 11
  • Jeroen Sioncke

    Jeroen Sioncke

    DirectorCRD 7350276

  • Laurent De Meyere

    Laurent De Meyere

    DirectorCRD 6928233

  • Jean-michel Loehr

    DirectorCRD 7083793

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brussels, null

Location

Brussels, null

Headquartered in Brussels, null.

Address
Rue Guimard 18
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth