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Petercam Institutional Asset Management

Brussels, BelgiumSEC-registered investment adviserCRD 166048

Filed as PETERCAM INSTITUTIONAL ASSET MANAGEMENT · Legal name Degroof Petercam Asset Management

Petercam Institutional Asset Management is an SEC-registered investment advisory firm in Brussels, Belgium, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

13 years
registered since 2013
$16,865,977,071
assets under management
2 arrangements
Percentage of assets, Performance-based
6
disclosure items (Item 11)

Quick answers

From the filing

How is Petercam Institutional Asset Management compensated?

On its Form ADV (Item 5.E, October 2026), Petercam Institutional Asset Management 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.

Where is Petercam Institutional Asset Management located?

Petercam Institutional Asset Management's principal office is in Brussels, Belgium, according to its Form ADV.

Is Petercam Institutional Asset Management registered with the SEC or a state?

Petercam Institutional Asset Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166048.

How much does Petercam Institutional Asset Management manage?

Petercam Institutional Asset Management reports $16,865,977,071 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (97% discretionary).

How have Petercam Institutional Asset Management's assets and staff changed since 2021?

In the Form ADV data for Petercam Institutional Asset Management: Regulatory assets under management: $11,788,655,996 in the October 2021 data and $16,865,977,071 in the October 2026 data, up 43%. Total employees: 163 in October 2021 and 191 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Petercam Institutional Asset Management serve?

By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (71); charitable organizations (69); state or municipal government entities (including government pension plans) (29).

Which custodians does Petercam Institutional Asset Management use?

Petercam Institutional Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Degroof Petercam Luxembourg SA (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

Does Petercam Institutional Asset Management report any disciplinary disclosures?

Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.G (pending regulatory proceeding), 11.H(1)(b) (court finding of a violation), 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/166048

What changed in Petercam Institutional Asset Management's recent Form ADV filings?

In the May 2026 filing data: Item 11 disclosure answers changed: 6 yes answers, previously 5 (now yes: 11.D(4)).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated April 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$16,865,977,071

$16,865,977,071 as of October 2026, filing dated April 29, 2026.

Discretionary: $16,287,284,719.Non-discretionary: $578,692,352.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets $0 (0%)
High net worth individuals
Clients Fewer than 5 Assets $0 (0%)
Banking or thrift institutions
Clients Fewer than 5 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 4 Assets $283,727,955 (2%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 71 Assets $6,846,865,006 (41%)
Charitable organizations
Clients 69 Assets $1,723,655,149 (10%)
State or municipal government entities (including government pension plans)
Clients 29 Assets $3,374,293,315 (20%)
Other investment advisers
Clients Fewer than 5 Assets $0 (0%)
Insurance companies
Clients 23 Assets $3,231,116,504 (19%)
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 14 Assets $1,116,633,618 (7%)
Other
Clients 6 Assets $289,685,524 (2%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • 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

Registration and firm details

Items 1, 2, 5
Legal name
Degroof Petercam Asset Management
Also doing business as
DPAM
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2013 (13 years)
Employees
Total: 191. Performing investment advisory functions: 85.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Bank Degroof Petercam Luxembourg SA · affiliated

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.

States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

6 Reports 6 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(1) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
  • 11.D(2) 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?
  • 11.D(4) 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?
  • 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Civil court matters Item 11.H

  • 11.H(1)(b) Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?
  • 11.H(2) 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$11.8B 2021 $12.7B 2022 $10.7B 2023 $13.3B 2024 $13.6B 2025 $16.9B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$16,865,977,071191April 29, 2026
October 2025$13,634,181,363192May 7, 2025
October 2024$13,329,857,625189March 27, 2024
October 2023$10,717,364,612177March 30, 2023
October 2022$12,732,081,108162May 19, 2022
October 2021$11,788,655,996163March 31, 2021

Regulatory assets under management: $11,788,655,996 in the October 2021 data and $16,865,977,071 in the October 2026 data, up 43%.

Total employees: 163 in October 2021 and 191 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. May 2026
    • Item 11 disclosure answers changed: 6 yes answers, previously 5 (now yes: 11.D(4)).
  2. April 2026
    • Item 11 disclosure answers changed: 5 yes answers, previously 4 (now yes: 11.D(1)).
    • Employees performing advisory functions went from 84 to 85.
    • Regulatory assets under management went from $13,634,181,363 to $16,865,977,071 (+24%).
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Petercam Institutional Asset Management (CRD 166048): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/petercam-institutional-asset-management-brussels-166048