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LOUISBOURG INVESTMENTS
Legal name: LES PLACEMENTS LOUISBOURG INC. LOUISBOURG INVESTMENTS INC.
CRD 329547File 801-131894
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.31B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Clients
248
2,128 accounts
Employees
28
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 31, 2025
- Principal office
- 202-230 CHAMPLAIN STREET, DIEPPE, NEW BRUNSWICK, E1A 1P1
- Phone
- 1-506-383-5215
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.31B
- Discretionary AUM
- $2.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,128
- Non-discretionary accounts
- 0
- Total accounts
- 2,128
- AUM per client
- $9.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $177.0M |
| Insurance companies | Fewer than 5 | $491.3M |
| Charitable organizations | 7 | $26.7M |
| High net worth individuals | 18 | $29.9M |
| Pooled investment vehicles | 11 | $916.6M |
| Pension and profit sharing plans | 11 | $129.2M |
| State or municipal government entities | Fewer than 5 | $511.5M |
| Individuals (other than high net worth individuals) | 164 | $27.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 | 29 | 28 | decreased by1 |
| Apr 1, 2026 | Clients | 169 | 248 | increased by79 |
| Apr 1, 2026 | AUM | $1,819,640,806 | $2,309,385,751 | increased by$489,744,945 |
| Apr 1, 2026 | Accounts | 1,823 | 2,128 | increased by305 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOUISBOURG INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOUISBOURG INVESTMENTS” 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.