Louisbourg Investments
Firm details
- Headquarters
- Dieppe New Brunswick,
- CRD number
- 329547
- Registered since
- January 31, 2025
- Website
- www.louisbourg.com
- Custodians
- NATIONAL BANK TRUST, CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles39.69%
- State / Municipal Government22.15%
- Insurance Companies21.28%
- Corporations / Businesses7.67%
- Pension & Profit Sharing Plans5.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Louisbourg Investments is a corporate, independent registered investment adviser that began SEC registration in 2025. Ownership is a mix of a foreign entity and an individual. The firm serves both individuals and families as well as institutional clients and charges traditional asset-based fees alongside performance-based arrangements. Its advisory work includes financial planning and portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Louisbourg is not identified as an active ESG investor, multi-state adviser, pension consultant, related adviser, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds50%
- Exchange Traded Equities28%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Luc Gaudet
President and CEOCRD 7844686
Contacts
3 of 3
Scott Lewis
VP, Portfolio ManagerCRD 7844691
Heather Hurshman
VP, Portfolio ManagerCRD 7844690
Mathieu Roy
Vice President, Portfolio ManagerCRD 7844689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$35.8M in ETFs
96%
$34.6M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $12M | 18,440 | 33.61% |
Location
Dieppe New Brunswick, null
Location
Dieppe New Brunswick, null
Headquartered in Dieppe New Brunswick, null.
- Address
- 202230 Champlain St
- Office locations
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