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 an independent registered investment adviser organized as a corporation and registered with the SEC in 2025. The firm serves both individual/family clients and institutional accounts, charging a mix of percentage-of-AUM and performance-based fees. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Louisbourg is structured to act as an insurance company sponsor and as a general partner/managing member of pooled vehicles, but it is not classified as a capital allocator. The firm reports a clear preference for fixed‑income exposure, with sovereign bonds featuring prominently in its managed assets.
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
Mathieu Roy
Vice President, Portfolio ManagerCRD 7844689
Heather Hurshman
VP, Portfolio ManagerCRD 7844690
Scott Lewis
VP, Portfolio ManagerCRD 7844691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$42.9M in ETFs
97%
$41.6M
<1%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13M | 16,920 | 30.19% |
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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