Tobam S.A.S.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 25
- Avg AUM / client
- $43.4M
- Accounts
- 25
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 25 | $1.1B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Most Diversified Portfolio Sicav Tobam Anti Benchmark Us Equity Fund | Hedge Fund | Luxembourg | $662M | 10 |
| Most Diversified Portfolio Sicav Tobam Anti Benchmark Emerging Markets Equity Fund | Hedge Fund | Luxembourg | $548M | 13 |
| Most Diversfied Portfolio Sicav Tobam Anti Benchmark World Ex Usa Equity Fund | Hedge Fund | Luxembourg | $180M | 1 |
| Most Diversified Portfolio Sicav Tobam Lbrty Emerging Market Equity Fund | Hedge Fund | Luxembourg | $71.2M | 5 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Choueifaty, Yves, Louis | Ceo | Jun 2006 (20y) | ≈ 0% – 3.75% via Tobemp | |
| Froidure, Tristan, Alexandre | Deputy Ceo | Feb 2009 (18y) | Less than 5% | |
| Roehri, Christophe, Herve | Deputy Ceo | May 2012 (14y) | Less than 5% | |
| Redaelli, Giancarlo, Nmn | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Lemarié, Christophe, Eugéne Jean | Deputy Ceo/Cfo/Coo | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tobam Holding Company | Holding | Jan 2009 | A | 50% – 75% |
| Tobanext | Holding | Jul 2014 | A | 25% – 50% |
| Tobanext 2 | Holding | Jul 2020 | A | 10% – 25% |
| Tobemp | Holding | Sep 2016 | A | Less than 5% |
| Tobemp | Holding | Aug 2009 | B | ≈ 25% – 56.25% via Tobam Holding Company |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Choueifaty, Yves, Louis: 50% – 75% of Tobemp × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Tobemp: 50% – 75% of Tobam Holding Company × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Most Diversified Portfolio Sicav Tobam Anti Benchmark Us Equity Fund | Hedge Fund | $662M | $209K | 10 |
| Most Diversified Portfolio Sicav Tobam Anti Benchmark Emerging Markets Equity Fund | Hedge Fund | $548M | $93.2K | 13 |
| Most Diversfied Portfolio Sicav Tobam Anti Benchmark World Ex Usa Equity Fund | Hedge Fund | $180M | $96.2K | 1 |
| Most Diversified Portfolio Sicav Tobam Lbrty Emerging Market Equity Fund | Hedge Fund | $71.2M | $105K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REDEMPTION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $216M (17% of AUM) Nov 2025
- State Street $157M (4% of AUM) Jun 2024
- Cibc Mellon Trust Company $144M (4% of AUM) Jun 2024
- Northern Trust $124M (3% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗