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
Website: www.tobam.fr
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 an SEC-registered investment adviser classified as a hedge fund, operating since 2011 and serving primarily institutional clients. Ownership is recorded as a combination of a foreign entity and an individual. The firm’s advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Tobam charges a mix of fee types—percentage-of-AUM, fixed fees, performance-based fees and other arrangements—and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Yves Choueifaty
President and Chief Investment OfficerCRD 5902635
Axel Cabrol
Deputy CEOCRD 8191420
Divoux Jean-Marc
Chief Compliance OfficerCRD 8145077

Contacts

2 of 2

Tristan Froidure
Executive CommitteeCRD 4386007
Christophe Roehri
Head of Business DevelopmentCRD 5902642

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Paris, null

Dallas

Location

Paris, null

Headquartered in Paris, null, anchoring the Dallas-Fort Worth, TX-OK metro.

Metro area: Dallas-Fort Worth, TX-OK
County: Dallas
Address: 7 Rue Léo Delibes
Office locations

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