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CANDRIAM S.C.A.
Legal name: CANDRIAM, SOCIÉTÉ EN COMMANDITE PAR ACTIONS
CRD 173355File 801-80510
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$154.66B
Top 10% of cohort (national)
Discretionary AUM
$154.66B
Clients
472
474 accounts
Employees
598
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 4, 2014
- Principal office
- 19-21 ROUTE D'ARLON, SERENITY BLOC B, STRASSEN, L-8009
- Phone
- +352 27 97 39 23
- Website
- HTTP://WWW.CANDRIAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $154.66B
- Discretionary AUM
- $154.66B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 474
- Non-discretionary accounts
- 0
- Total accounts
- 474
- AUM per client
- $327.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $8.23B |
| Insurance companies | 71 | $17.02B |
| Investment companies | 3 | $417.4M |
| Charitable organizations | 75 | $3.17B |
| Pooled investment vehicles | 190 | $108.03B |
| Banking or thrift institutions | Fewer than 5 | $2.12B |
| Pension and profit sharing plans | 78 | $11.38B |
| State or municipal government entities | 12 | $4.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11D2
- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 474 | 472 | decreased by2 |
| Apr 1, 2026 | Employees | 603 | 598 | decreased by5 |
| Apr 1, 2026 | Clients | 507 | 474 | decreased by33 |
| Apr 1, 2026 | AUM | $128,735,191,629 | $154,660,272,284 | increased by$25,925,080,655 |
| Apr 1, 2026 | Accounts | 507 | 474 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 139 | 603 | increased by464 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 206 | 507 | increased by301 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $85,092,866,017 | $128,735,191,629 | increased by$43,642,325,612 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 206 | 507 | increased by301 |
| Aug 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Employees | 131 | 139 | increased by8 |
| Apr 1, 2022 | Clients | 217 | 206 | decreased by11 |
| Apr 1, 2022 | AUM | $77,951,485,936 | $85,092,866,017 | increased by$7,141,380,081 |
| Apr 1, 2022 | Accounts | 217 | 206 | decreased by11 |
| 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 “CANDRIAM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANDRIAM” 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.