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TOBAM
Legal name: TOBAM S.A.S.
CRD 157107File 801-72248
APPROVED
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$1.09B
Clients
25
25 accounts
Employees
21
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 25, 2011
- Principal office
- 7 RUE LÉO DELIBES, PARIS, 75116
- Phone
- 33 1 53 23 41 51
- Website
- HTTP://WWW.TOBAM.FR
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.09B
- Discretionary AUM
- $1.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $43.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 25 | $1.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REDEMPTION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 21 | decreased by5 |
| Apr 1, 2026 | Clients | 28 | 25 | decreased by3 |
| Apr 1, 2026 | AUM | $1,236,783,588 | $1,086,229,287 | decreased by$150,554,301 |
| Apr 1, 2026 | Accounts | 28 | 25 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 43 | 26 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,492,159,209 | $1,236,783,588 | decreased by$6,255,375,621 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 28 | decreased by11 |
| Apr 1, 2022 | Clients | 26 | 28 | increased by2 |
| Apr 1, 2022 | AUM | $8,600,839,520 | $7,492,159,209 | decreased by$1,108,680,311 |
| Apr 1, 2022 | Accounts | 36 | 39 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOBAM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOBAM” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.