# Louisbourg Investments

> Louisbourg Investments is an SEC-registered investment advisory firm in Dieppe, New Brunswick, Canada, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 329547
- Filed as: LOUISBOURG INVESTMENTS
- Legal name: LES Placements Louisbourg Inc. Louisbourg Investments Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dieppe, New Brunswick, Canada
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329547
- AdvisorCensus page: https://advisorcensus.com/firm/louisbourg-investments-dieppe-new-brunswick-329547

## Quick answers

**How is Louisbourg Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Louisbourg Investments reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Louisbourg Investments located?**
Louisbourg Investments' principal office is in Dieppe, New Brunswick, Canada, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Louisbourg Investments registered with the SEC or a state?**
Louisbourg Investments is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329547.

**How much does Louisbourg Investments manage?**
Louisbourg Investments reports $2,309,385,751 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Louisbourg Investments' assets and staff changed since 2024?**
In the Form ADV data for Louisbourg Investments: Regulatory assets under management: $1,819,640,806 in the October 2025 data and $2,309,385,751 in the October 2026 data, up 27%. Total employees: 29 in October 2025 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Louisbourg Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); corporations or other businesses not listed above (37); high net worth individuals (18).

**Which custodians does Louisbourg Investments use?**
Louisbourg Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists CIBC Mellon and National Bank Trust as custodians holding 10% or more of its separately managed account assets.

**Does Louisbourg Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329547

**Does Louisbourg Investments state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "The Firm has no minimum account size."

**What changed in Louisbourg Investments' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 14. Regulatory assets under management went from $1,819,640,806 to $2,309,385,751 (+27%). Changed its office addresses in Montreal. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> The Firm has no minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- CIBC Mellon
- National Bank Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,309,385,751
- Discretionary: $2,309,385,751
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $27,111,549 |
| High net worth individuals | 18 | $29,868,065 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $916,605,097 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $129,231,889 |
| Charitable organizations | 7 | $26,719,273 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $511,481,714 |
| Insurance companies | Fewer than 5 | $491,348,223 |
| Corporations or other businesses not listed above | 37 | $177,019,941 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 28 total, 14 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bedford
- Montreal
- Vancouver

### Websites listed on Form ADV (Item 1.I)
- [louisbourginvestments.com](https://louisbourginvestments.com)
- LinkedIn @placements-louisbourg-investments
- Facebook @LouisbourgInvestments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | February 10, 2024 |
| October 2025 | $1,819,640,806 | 29 | May 5, 2025 |
| October 2026 | $2,309,385,751 | 28 | March 20, 2026 |

Regulatory assets under management: $1,819,640,806 in the October 2025 data and $2,309,385,751 in the October 2026 data, up 27%.
Total employees: 29 in October 2025 and 28 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 14.
- Regulatory assets under management went from $1,819,640,806 to $2,309,385,751 (+27%).
- Changed its office addresses in Montreal.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Louisbourg Investments (CRD 329547): Form ADV filing data as of October 2026.