Investment adviser · CRD 329547

LOUISBOURG INVESTMENTS

Investment adviser filing (IA)

LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC.

DIEPPE, NEW BRUNSWICK, Canada · Form ADV filed Mar 20, 2026

Regulatory AUM
$2.31B
Form ADV · Item 5.F
Client accounts
2,128
Accounts, not individual clients
Employees
28
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles11$916,605,09739.7%
Government entitiesFewer than 5$511,481,71422.1%
Insurance companiesFewer than 5$491,348,22321.3%
Corporations & businesses37$177,019,9417.7%
Retirement plans11$129,231,8895.6%
High-net-worth individuals18$29,868,0651.3%
Individuals164$27,111,5491.2%
Charities7$26,719,2731.2%
Filing source

Form ADV 2066586 · Mar 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

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

CRD 329547

Filing source

Form ADV 2066586 · Mar 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.