Fourpoints Investment Managers S.A.S
- Regulatory AUM
- $490M
- Discretionary
- $490M
- Clients
- 467
- Avg AUM / client
- $1.0M
- Accounts
- 467
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2024
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 408 | $114M | 23.2% |
| High net worth individuals | 46 | $116M | 23.6% |
| Pooled investment vehicles (non-investment companies) | 12 | $261M | 53.2% |
| Charitable organizations | 1 | $185K | 0.04% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ganansia, Patrick | Director | Jul 2014 (12y) | ≈ 37.5% – 75% via Vendyssee Finance A/K/A Herez Signature | |
| Martin Pelras, Nathalie | Chief Executive Officer | Sep 2017 (9y) | Less than 5% | |
| Pasquier, Francois | President, Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Patrier, Michel | Director | Sep 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vendyssee Finance A/K/A Herez Signature | Shareholder | Sep 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ganansia, Patrick: 50% – 75% of Vendyssee Finance A/K/A Herez Signature × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2024 | 1020 KB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Credit Industriel Et Commercial $154M (31% of AUM) Apr 2024
- Pictet & Cie (Europe) S.A. $33.3M (7% of AUM) Apr 2024
- Societe Generale Luxembourg $27.9M (6% of AUM) Apr 2024
- Ca Indosuez Wealth Management $13.9M (3% of AUM) Apr 2024
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: Apr 01, 2024.
View current Form ADV (SEC/IAPD) ↗