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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.