Tobam

RIASEC RegisteredEst. 2011
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$43.4M
Accounts
25
Employees
21
Advisory reps
5

Firm details

Headquarters
Paris,
CRD number
157107
Registered since
May 25, 2011
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tobam is a hedge-fund–classified investment manager that primarily serves institutional clients. Founded and SEC-registered in 2011, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Ownership is noted as a mix of foreign entity and individual interests. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based components, reflecting a mix of traditional asset-management and incentive-aligned hedge-fund billing. Tobam does not identify as an active ESG investor.

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

Owners & executives

3 of 3
  • Yves Choueifaty

    Yves Choueifaty

    President and Chief Investment OfficerCRD 5902635

  • Axel Cabrol

    Axel Cabrol

    Deputy CEOCRD 8191420

  • Divoux Jean-Marc

    Chief Compliance OfficerCRD 8145077

Contacts

2 of 2
  • Tristan Froidure

    Tristan Froidure

    Executive CommitteeCRD 4386007

  • Christophe Roehri

    Christophe Roehri

    Head of Business DevelopmentCRD 5902642

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Paris, null

Denton

Location

Paris, null

Headquartered in Paris, null.

County
Denton
Address
2426 Ave Des Champs Elyses
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth