{
  "crd_number": 173355,
  "slug": "candriam-s-c-a-strassen-173355",
  "primary_business_name": "CANDRIAM S.C.A.",
  "legal_name": "CANDRIAM, SOCIÉTÉ EN COMMANDITE PAR ACTIONS",
  "dbas": [
    "CANDRIAM"
  ],
  "city": "Strassen",
  "state": null,
  "country": "Luxembourg",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-12-04",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 154660272284.0,
  "raum_discretionary": 154660272284.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 598,
  "advisory_employees": 288,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 27005582.0,
      "count": 2,
      "description": "TRADE UNION, UNIVERSITIES, HIGH SCHOOLS"
    },
    "charitable": {
      "raum": 3168950987.0,
      "count": 75
    },
    "banking_thrift": {
      "raum": 2115714815.0,
      "count": 3,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 4277631360.0,
      "count": 12
    },
    "insurance_companies": {
      "raum": 17019625438.0,
      "count": 71
    },
    "investment_companies": {
      "raum": 417436839.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 11378468488.0,
      "count": 78
    },
    "pooled_investment_vehicles": {
      "raum": 108028230186.0,
      "count": 190
    },
    "corporations_other_businesses": {
      "raum": 8227208589.0,
      "count": 40
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [],
  "websites": [
    "https://candriam.com",
    "https://linkedin.com/COMPANY/CANDRIAM",
    "https://twitter.com/CANDRIAM",
    "https://twitter.com/RISKARBCANDRIAM",
    "https://youtube.com/CHANNEL/UC3PKKPU2F0GGLB4TWOBILZA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173355",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "STRASSEN",
  "url": "https://advisorcensus.com/firm/candriam-s-c-a-strassen-173355",
  "display_name": "Candriam S.C.A.",
  "summary": "Candriam S.C.A. is an SEC-registered investment advisory firm in Strassen, Luxembourg, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Candriam S.C.A. (CRD 173355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Candriam S.C.A. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Candriam S.C.A. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Candriam S.C.A. located?",
      "a": "Candriam S.C.A.'s principal office is in Strassen, Luxembourg, according to its Form ADV; the April 2026 filing also lists 11 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Candriam S.C.A. registered with the SEC or a state?",
      "a": "Candriam S.C.A. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173355."
    },
    {
      "q": "How much does Candriam S.C.A. manage?",
      "a": "Candriam S.C.A. reports $154,660,272,284 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Candriam S.C.A.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Candriam S.C.A.: Regulatory assets under management: $77,951,485,936 in the October 2021 data and $154,660,272,284 in the October 2026 data, up 98%. Total employees: 131 in October 2021 and 598 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Candriam S.C.A. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (190); pension and profit sharing plans (but not the plan participants or government pension plans) (78); charitable organizations (75)."
    },
    {
      "q": "Which custodians does Candriam S.C.A. use?",
      "a": "Candriam S.C.A.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Belfius Bank (affiliated with the firm) and Caceis as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Candriam S.C.A. report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173355"
    },
    {
      "q": "What changed in Candriam S.C.A.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 298 to 288. Regulatory assets under management went from $128,735,191,629 to $154,660,272,284 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 77951485936.0,
      "total_employees": 131,
      "filing_date": "2021-08-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 85092866017.0,
      "total_employees": 139,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 117320990973.0,
      "total_employees": 616,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 127325611810.0,
      "total_employees": 612,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 128735191629.0,
      "total_employees": 603,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 154660272284.0,
      "total_employees": 598,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 298 to 288.",
        "Regulatory assets under management went from $128,735,191,629 to $154,660,272,284 (+20%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Item 11 disclosure answers changed: 4 yes answers, previously 3 (now yes: 11.A(2)).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Belfius Bank",
      "name_as_filed": "BELFIUS BANK",
      "affiliated": true
    },
    {
      "name": "Caceis",
      "name_as_filed": "CACEIS",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/candriam-s-c-a-strassen-173355.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2115714815.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 417436839.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 190,
      "fewer_than_5": false,
      "raum": 108028230186.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 11378468488.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 75,
      "fewer_than_5": false,
      "raum": 3168950987.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 4277631360.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 71,
      "fewer_than_5": false,
      "raum": 17019625438.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 40,
      "fewer_than_5": false,
      "raum": 8227208589.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 27005582.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}