CANDRIAM S.C.A.

Latest filing: Mar 28, 2025 (33 days ago)

AUM

$128,735,191,629
1% change vs. 1 year ago
51% change vs. 3 years ago
83% change vs. 5 years ago
223% change vs. 10 years ago

Employee Count

603
-1% change vs. 1 year ago
334% change vs. 3 years ago
371% change vs. 5 years ago
601% change vs. 10 years ago

Main Office

STRASSEN,
19-21 ROUTE D'ARLON, STRASSEN, , LUXEMBOURG, L-8009

Client AUM

Discretion AUM
Discretionary $128.7
Non-Discretionary $0.0
Total $128.7
Client AUM
Retail $0.0
Pooled $91.8
Institutional $37.0
Total $128.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
BELFIUS BANK BRUSSELS--BEL $20.3
CACEIS PARIS--FRA $6.5

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $37.0
Retail SMA AUM $0.0
Institutional SMA AUM $37.0
Asset Class % AUM
Equity Exch 16% $5.9
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.4
Municipal 0% $0.0
Sovereign 30% $11.1
IG Credit 23% $8.5
HY Credit 6% $2.2
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 22% $8.1
Cash 2% $0.7
Other 0% $0.0
Total 100% $37.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
NYL INVESTORS LLC $312.2 169553
MACKAY SHIELDS LLC $151.6 107717
NEW YORK LIFE INVESTMENT MANAGEMENT LLC $113.2 109591
APOGEM CAPITAL LLC $40.6 309234
EAGLE STRATEGIES LLC $25.4 110826
AUSBIL INVESTMENT MANAGEMENT LIMITED $12.6 289468
INDEXIQ ADVISORS LLC $10.4 144790
FLATIRON RR LLC, MANAGER SERIES $0.8 314505
NYLIFE INSURANCE COMPANY OF ARIZONA $0.0 -
NEW YORK LIFE INVESTMENT MANAGEMENT ASIA LIMITED $0.0 -
NEW YORK LIFE GROUP INSURANCE COMPANY OF NY $0.0 -
NYLIFE SECURITIES LLC $0.0 broker-dealer 5167
NYLINK INSURANCE AGENCY INC. $0.0 -
KARTESIA MANAGEMENT SÀRL $0.0 289175
NEW YORK LIFE INSURANCE COMPANY $0.0 -
TRISTAN CAPITAL PARTNERS $0.0 -
NEW YORK LIFE TRUST COMPANY $0.0 trust company -
LIFE INSURANCE COMPANY OF NORTH AMERICA $0.0 -
MACKAY SHIELDS UK LLP $0.0 167939
FLEXAM INVEST ASSET MANAGEMENT $0.0 -
CANDRIAM SWITZERLAND LLC $0.0 -
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION $0.0 -
SEGUROS MONTERREY NEW YORK LIFE, S.A. DE C.V. $0.0 -
NYLIFE DISTRIBUTORS LLC $0.0 broker-dealer 35350
MACKAY SHIELDS EUROPE INVESTMENT MANAGEMENT LIMITED $0.0 306388
NEW YORK LIFE ENTERPRISES LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

21 active

Name Title
VEAUX, PIERRE-GUILLAUME, RENE STEPHANE GLOBAL HEAD OF LEGAL AND COMPLIANCE
ABOU-JAOUDE, NAIM, (NMN) CHAIRMAN OF THE BOARD OF DIRECTORS
MALDAGUE, JEAN-YVES, MARIE PIERRE MANAGING DIRECTOR, CHAIRMAN OF THE BOARD OF MANAGEMENT AND CHIEF FINANCIAL OFFICER
HARTE, MICHAEL, FRANCIS DIRECTOR
CUCHET, FABRICE, MARIE HENRI CHIEF OPERATIONS OFFICER
HAMELINK, VINCENT, LEOPOLD DIRECTOR, MEMBER OF THE BOARD OF MANAGEMENT AND CHIEF EXECUTIVE OFFICER
DRUART, GONZAGUE, BRUNO MICHEL GLOBAL HEAD OF COMPLIANCE AND US CHIEF COMPLIANCE OFFICER
KARAOGLAN, ALAIN, MAURICE DIRECTOR
GUERRIERO, RENATO, (NMN) DIRECTOR, DEPUTY CHIEF EXECUTIVE OFFICER
FOREST, NICOLAS, PIERRE ANDRE CHIEF INVESTMENT OFFICER
MALLOY, ANTHONY, RAMSEY DIRECTOR
KUAN, MELISSA, CHING-AI DIRECTOR
HANLEY, SHAWNA, LEIKO DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-04-21 $128.7 $0.0 0% 603 0 0%
2024-04-02 $127.3 $1.4 1% 612 -9 -1%
2023-04-04 $117.3 $11.4 10% 616 -13 -2%
2022-04-01 $85.1 $43.6 51% 139 464 334%
2021-04-05 $78.0 $50.8 65% 131 472 360%
2020-04-01 $70.2 $58.6 83% 128 475 371%
2019-04-01 $59.9 $68.8 115% 124 479 386%
2018-04-02 $65.4 $63.3 97% 122 481 394%
2017-04-01 $50.2 $78.6 157% 111 492 443%
2016-04-01 $46.1 $82.6 179% 97 506 522%
2015-04-01 $39.9 $88.9 223% 86 517 601%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
NEWSLETTERS
EDUCATIONAL WORKSHOPS
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV