CANDRIAM S.C.A.

RIASEC RegisteredEst. 2014
Total AUM
$155B
Discretionary
$155B
100% of AUM
Avg account
$326M
Accounts
474
Employees
598
Advisory reps
15

Firm details

Headquarters
STRASSEN,
CRD number
173355
Registered since
December 4, 2014
Custodians
BELFIUS BANK, CACEIS BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.85%
  • Insurance Companies11%
  • Pension & Profit Sharing Plans7.36%
  • Corporations / Businesses5.32%
  • State / Municipal Government2.77%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Candriam S.C.A. is a foreign-owned investment manager that operates as a hedge fund and other fund provider focused on institutional clients. The firm charges asset-based fees and can earn performance fees, and it is active on the ESG front. Regulatory filings list business activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and a range of advisory services including portfolio management for individuals, pooled vehicles, institutions and investment companies, selection of other advisers, and the production of periodicals and educational seminars. The firm’s mix of product and distribution capabilities spans pooled vehicles and separate account management, and its business affiliations include broker-dealers, banks, trust companies and insurance firms as sponsors or counterparties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 29%, Investment Grade Corp Bonds 25%, Private Funds 22%, Exchange Traded Equities 15%, Non-Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 3%, US Government Bonds 1%29%
  • Sovereign Bonds29%
  • Investment Grade Corp Bonds25%
  • Private Funds22%
  • Exchange Traded Equities15%
  • Non-Investment Grade Corp Bonds7%

Owners & executives

3 of 9
  • NICOLAS FOREST

    Chief Investment OfficerCRD 7739679

  • JEAN-YVES MALDAGUE

    Chief Financial OfficerCRD 6408936

  • RENATO GUERRIERO

    Deputy CEOCRD 7739674

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Contacts

3 of 6
  • Michael Harte

    DirectorCRD 7243037

  • ALAIN KARAOGLAN

    Executive Vice PresidentCRD 1593876

  • Dirk Guido GYSELINCK

    Member of the Board of DirectorsCRD 8215892

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Wealth teams

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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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ETF holdings

1 of 2

Active vs passive

$3.4M in ETFs

Passive

0%

$0

Active

100%

$3.4M

ETFProviderStyleCategoryValueShares% of portfolio
ARK INNOVATION ETF (ARKK)ARKActiveMid Cap Growth$2.4M35,52071.08%

Location

Primary office

STRASSEN, null

Location

STRASSEN, null

Headquartered in STRASSEN, null.

Address
1921 Rte Darlon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth