FOURPOINTS INVESTMENT MANAGERS S.A.S
Adviser information for FOURPOINTS INVESTMENT MANAGERS S.A.S last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | France |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 443 | $381.7M |
| Non-Discretionary | 0 | $0 |
| Total | 443 | $381.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 385 | $100.3M |
| HNW Individuals | 48 | $104.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $176.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $166,235 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 99 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesCHARITABLE INSTITUTIONS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-76849 |
|---|---|
| SEC ERA File Number | 801-76849 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164612 |
| Legal Entity Identifier | 969500GQI50Q1Z5Q9E43 |
Principal Office
162 BOULEVARD HAUSSMANNPARIS
France
Monday - Friday, 8:30AM TO 6:30PM
Tel: 011.331.8669.6065, Fax: 011.331.4763.0792
Chief Compliance Officer
FRANCOIS PASQUIER
PRESIDENT
162 BOULEVARD HAUSSMANN
PARIS
France
Tel:
011.331.4764.5918
Fax:
011.331.4763.0792
F********@***************M
(Full email address available in API data)
Regulatory Contact
NATHALIE MARTIN PELRAS
CHIEF EXECUTIVE OFFICER
162 BOULEVARD HAUSSMANN
PARIS
France
Tel:
011.331.8669.6059
Fax:
011.331.4763.0792
N******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VENDYSSEE FINANCE A/K/A HEREZ SIGNATURE | Foreign Entity | – | SHAREHOLDER | 09/2017 | > 75% |
| Patrier, Michel | Individual | – | DIRECTOR | 09/2017 | < 5% |
| Pasquier, Francois | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
| Ganansia, Patrick | Individual | – | DIRECTOR | 09/2017 | < 5% |
| Ganansia, Patrick | Individual | VENDYSSEE FINANCE A/K/A HEREZ SIGNATURE | SHAREHOLDER | 07/2014 | 50-75% |
| MARTIN PELRAS, NATHALIE | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2017 | < 5% |