LOUISBOURG INVESTMENTS
LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC. Legal Name
Adviser information for LOUISBOURG INVESTMENTS last updated from Form ADV on February 10th, 2024. 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 | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-129404 |
|---|---|
| SEC ERA File Number | 802-129404 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329547 |
| Legal Entity Identifier | 549300JESI5VYMIRYH75 |
Principal Office
202-230 CHAMPLAIN STREETDIEPPE, NEW BRUNSWICK
Canada
Monday - Friday, 830AM TO 530PM
Tel: 1-506-383-5215, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| ASSUMPTION LIFE | Insurance company or agency |
| GENERATION COMMERCIAL REAL ESTATE GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| LOUISBOURG FINANCIAL SERVICES | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GAUDET, LUC, JOSPEH | Individual | – | PRESIDENT AND CEO | 01/2007 | < 5% |
| ROY, MATHIEU, RENE | Individual | – | VICE PRESIDENT - EQUITIES | 04/2006 | < 5% |
| HURSHMAN, HEATHER, LORRAINE | Individual | – | VICE PRESIDENT - FIXED INCOME | 03/2009 | < 5% |
| LEWIS, SCOTT, GREGORY | Individual | – | VICE PRESIDENT - PRIVATE WEALTH | 09/2014 | < 5% |
| ATLANTIC HOLDINGS (1987 LIMITED) | Foreign Entity | – | OWNER | 09/1990 | 50-75% |
| 647439 NB INC. | Foreign Entity | – | OWNER | 11/2009 | 25-50% |
| ASSUMPTION MUTUAL LIFE INSURANCE COMPANY | Foreign Entity | ATLANTIC HOLDINGS (1987 LIMITED) | OWNER | 01/1987 | > 75% |
| 727486 NB INC. | Foreign Entity | 647439 NB INC. | OWNER | 09/2021 | 25-50% |
| LUC GAUDET FAMILY TRUST | Foreign Entity | 727486 NB INC. | OWNER | 09/2021 | > 75% |
| GAUDET, LUC, JOSPEH | Individual | LUC GAUDET FAMILY TRUST | TRUSTEE | 10/2009 | |
| MATHIEU ROY FAMILY TRUST | Foreign Entity | 647439 NB INC. | OWNER | 11/2009 | 25-50% |
| ROY, MATHIEU, RENE | Individual | MATHIEU ROY FAMILY TRUST | TRUSTEE | 10/2009 | |
| HEATHER HURSHMAN FAMILY TRUST | Foreign Entity | 647439 NB INC. | OWNER | 11/2009 | 25-50% |
| HURSHMAN, HEATHER, LORRAINE | Individual | HEATHER HURSHMAN FAMILY TRUST | TRUSTEE | 10/2009 | |
| Cormier, Marie-Josee | Individual | LUC GAUDET FAMILY TRUST | TRUSTEE | 10/2009 | |
| Verge, Martin, Patrick | Individual | HEATHER HURSHMAN FAMILY TRUST | TRUSTEE | 10/2009 | |
| GAUDET, LUC, JOSPEH | Individual | MATHIEU ROY FAMILY TRUST | TRUSTEE | 12/2016 |