LOUISBOURG INVESTMENTS

LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC.

CRD 329547 · SEC 801-131894

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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202-230 CHAMPLAIN STREET, DIEPPE, NEW BRUNSWICK, E1A 1P1, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.31B

Discretionary AUM

$2.31B

Team

28 total employees; 14 advisory reps

Clients

26-50

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	164	$27.1M
High net worth individuals	18	$29.9M
Pooled investment vehicles	11	$916.6M
Pension/profit sharing plans	11	$129.2M
Charitable organizations	7	$26.7M
Corporations/business entities	37	$177.0M

All web addresses on file

Official SEC filing: View on IAPD