{
  "crd_number": 166048,
  "slug": "petercam-institutional-asset-management-brussels-166048",
  "primary_business_name": "PETERCAM INSTITUTIONAL ASSET MANAGEMENT",
  "legal_name": "DEGROOF PETERCAM ASSET MANAGEMENT",
  "dbas": [
    "DPAM"
  ],
  "city": "Brussels",
  "state": null,
  "country": "Belgium",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-01-02",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-04-29",
  "carried_forward": false,
  "raum_total": 16865977071.0,
  "raum_discretionary": 16287284719.0,
  "raum_non_discretionary": 578692352.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 191,
  "advisory_employees": 85,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 289685524.0,
      "count": 6,
      "description": "UNIVERSITIES"
    },
    "charitable": {
      "raum": 1723655149.0,
      "count": 69
    },
    "individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 3374293315.0,
      "count": 29
    },
    "insurance_companies": {
      "raum": 3231116504.0,
      "count": 23
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 6846865006.0,
      "count": 71
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 283727955.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 1116633618.0,
      "count": 14
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 6,
  "states_registered": [],
  "websites": [
    "https://be.linkedin.com/company/dpam",
    "https://degroofpetercam.com",
    "https://dpaminvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166048",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "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?"
    },
    {
      "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.G",
      "question": "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?"
    },
    {
      "item": "11.H(1)(b)",
      "question": "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?"
    },
    {
      "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": "BRUSSELS",
  "url": "https://advisorcensus.com/firm/petercam-institutional-asset-management-brussels-166048",
  "display_name": "Petercam Institutional Asset Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Petercam Institutional Asset Management (CRD 166048): 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 pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Petercam Institutional Asset Management compensated?",
      "a": "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."
    },
    {
      "q": "Where is Petercam Institutional Asset Management located?",
      "a": "Petercam Institutional Asset Management's principal office is in Brussels, Belgium, according to its Form ADV."
    },
    {
      "q": "Is Petercam Institutional Asset Management registered with the SEC or a state?",
      "a": "Petercam Institutional Asset Management is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166048."
    },
    {
      "q": "How much does Petercam Institutional Asset Management manage?",
      "a": "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)."
    },
    {
      "q": "How have Petercam Institutional Asset Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Petercam Institutional Asset Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Petercam Institutional Asset Management use?",
      "a": "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."
    },
    {
      "q": "Does Petercam Institutional Asset Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Petercam Institutional Asset Management's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Item 11 disclosure answers changed: 6 yes answers, previously 5 (now yes: 11.D(4))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 11788655996.0,
      "total_employees": 163,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12732081108.0,
      "total_employees": 162,
      "filing_date": "2022-05-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 10717364612.0,
      "total_employees": 177,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 13329857625.0,
      "total_employees": 189,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 13634181363.0,
      "total_employees": 192,
      "filing_date": "2025-05-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 16865977071.0,
      "total_employees": 191,
      "filing_date": "2026-04-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Item 11 disclosure answers changed: 6 yes answers, previously 5 (now yes: 11.D(4))."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank Degroof Petercam Luxembourg SA",
      "name_as_filed": "BANK DEGROOF PETERCAM LUXEMBOURG SA",
      "affiliated": true
    }
  ],
  "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/petercam-institutional-asset-management-brussels-166048.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 283727955.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 71,
      "fewer_than_5": false,
      "raum": 6846865006.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 69,
      "fewer_than_5": false,
      "raum": 1723655149.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 3374293315.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 23,
      "fewer_than_5": false,
      "raum": 3231116504.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 1116633618.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6,
      "fewer_than_5": false,
      "raum": 289685524.0
    }
  ],
  "disclosure_line": "Reports 6 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/166048",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}