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

Firm details

Headquarters: Brussels,
CRD number: 166048
Registered since: January 2, 2013
Website: www.degroofpetercam.com
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 an institutional registered investment adviser organized as a corporation and registered with the SEC since 2013. The firm serves institutional clients and is owned by a combination of a foreign entity and an individual. Its advisory work spans discretionary portfolio management for pooled vehicles, businesses or institutions, and for individuals/small businesses. Compensation typically includes a percentage-of-assets fee and structures that can include performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. It also carries business affiliations consistent with broker-dealer activity and banking/thrift relationships and is described as engaging in other financial product sales.