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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 11 | $916,605,097 | 39.7% |
| Government entities | Fewer than 5 | $511,481,714 | 22.1% |
| Insurance companies | Fewer than 5 | $491,348,223 | 21.3% |
| Corporations & businesses | 37 | $177,019,941 | 7.7% |
| Retirement plans | 11 | $129,231,889 | 5.6% |
| High-net-worth individuals | 18 | $29,868,065 | 1.3% |
| Individuals | 164 | $27,111,549 | 1.2% |
| Charities | 7 | $26,719,273 | 1.2% |
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 fundsThe 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 STREETDIEPPE, 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.