Degroof Petercam Asset Management
- Regulatory AUM
- $16.9B
- Discretionary
- $16.3B
- Clients
- 216
- Avg AUM / client
- $78.1M
- Accounts
- 216
- Employees
- 191
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Asset allocation (SMA assets by investment type)
as of Apr 29, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 4 | $284M | 1.68% |
| Pension and profit sharing plans | 71 | $6.8B | 40.6% |
| Charitable organizations | 69 | $1.7B | 10.2% |
| State or municipal government entities | 29 | $3.4B | 20.0% |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 23 | $3.2B | 19.2% |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 14 | $1.1B | 6.62% |
| Other | 6 | $290M | 1.72% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 |
People (18)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Murillo Rodriguez, Tomas | Director | Oct 2015 (11y) | Less than 5% | |
| De Franssu, Jean Baptiste, Christian | Director | Jan 2016 (11y) | Less than 5% | |
| De Meyere, Laurent, Martin | Director | Aug 2017 (9y) | Less than 5% | |
| Van Geeteruyen, Johan, Frans | Director | Aug 2017 (9y) | Less than 5% | |
| Jeannot, Veronique, Catherine | Director | Aug 2018 (8y) | Less than 5% | |
| Loehr, Jean Michel | Director | Aug 2018 (8y) | Less than 5% | |
| Ceelen, Yves | Director | May 2019 (7y) | Less than 5% | |
| Sioncke, Jeroen | Director | Jan 2020 (7y) | Less than 5% | |
| Hote, Serge | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Huret, Sylvie | Director | Jun 2021 (5y) | Less than 5% | |
| Van Bellingen, Frank | Director | Jun 2021 (5y) | Less than 5% | |
| Tubeuf, Caroline, Charlotte | Director Chief Legal Officer | Jul 2021 (5y) | Less than 5% | |
| De Coensel, Peter | Director Chairman Of The Management Board | Oct 2021 (5y) | Less than 5% | |
| Lasat, Hugo, Rudi | Director Chairman Of The Board Of Directors | Oct 2021 (5y) | Less than 5% | |
| Van Holle, Frederiek | Director | Apr 2022 (4y) | Less than 5% | |
| Vereecke, Sam | Director | Apr 2022 (4y) | Less than 5% | |
| Caudron, Sabine | Director | Aug 2022 (4y) | Less than 5% | |
| Paris, Tamar | Director | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Banque Degroof Petercam Sa | Owner | Oct 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 2.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ALLEGATIONS ARE RELATED TO THE QUESTION WHETHER PETERCAM HAS MADE THE APPROPRIATE INVESTMENTS IN COMPLIANCE WITH THE INVESTMENT CONTRACT Status: Final Summary: JUDGMENT RENDERED ON JUNE 30, 2022 IN FAVOR OF OUR MOTHER COMPANY: THE COURT DECLARED THE COUNTERPARTY CLAIMS UNFOUNDED. THE PARTIES DECIDED NOT TO APPEAL TO THE SUPREME COURT AND SIGNED THE ACE OF ACQUIESCENCE IN OCTOBER 2022. CASE CLOSED.
Allegations: ALLEGATIONS ARE RELATED TO THE ABSENCE OF DIVERSIFICATION OF THE PORTFOLIO UNDER MANAGEMENT AND THE IMPORTANT AMOUNT OF SUBORDINATED AND PERPETUAL DEBT SECURITIES. Status: Final Summary: NO SANCTIONS
Allegations: ALLEGATIONS ARE RELATED TO THE QUESTION WHETHER PETERCAM WAS MANAGING THE UNITHOLDERS PROPERLY. Status: Final Summary: NO SANCTIONS
Allegations: ALLEGATIONS ARE RELATED TO THE QUESTION WHETHER PETERCAM HAS INVESTED IN COMPLIANCE WITH THE INVESTMENT CONTRACT Status: Final Summary: NO SANCTIONS
Allegations: - ALLEGED BREACH TO THE PUBLIC OFFERING LEGISLATION - MISLEADING INFORMATION OF THE MEMORANDUM OF INFORMATION - EQUAL TREATMENT OF THE SHAREHOLDERS Status: Pending Summary: ALLEGATION OF MISLEADING INFORMATION
Allegations: INVESTMENT NOT COMPLIANT TO THE RISK PROFILE OF THE CLIENT Status: Final Summary: REQUEST OF THE PLAINTIFF TO PAY MONETARY DAMAGES - DISMISSED BY JUDGEMENT ON 09/06/2019 RECOURSE TO THE SUPREME COURT REQUESTED BY DISMISSED PARTY ON 19TH NOVEMBER 2020 SUPREME COURT REJECTED RECOUSE OF DISSMISSED PARTY - CASE CLOSED FINAL DECISION OF THE SUPREME COURT HAS DISSMISSED THE RECOURSE OF THE DISSMISSED PARTY
Allegations: ALLEGED BREACH TO THE PUBLIC OFFERING LEGISLATION - MISLEADING INFORMATION OF THE MEMORANDUM OF INFORMATION - EQUAL TREATMENT OF THE SHAREHOLDERS Status: Pending Summary: REQUEST FROM THE PLAINTIFFS TO PRODUCE COMPLEMENTARY AND ADDITIONAL INFORMATION
Allegations: ALLEGATIONS ARE RELATED TO THE QUESTION WHETHER OUR FIRM WAS IN COMPLIANCE WITH THE INVESTMENT CONTRACT. Status: Final Summary: NO SANCTIONS
Allegations: DISSEMINATION OF AN ADVERTISEMENT WITHOUT PRIOR AUTHORIZATION FROM THE REGULATOR Status: Final Sanction Detail: SETTLEMENT AMOUNT AND PUBLICATION ON FSMA'S WEBSITE Summary: ON 14 OCTOBER 2019, THE FSMA REQUESTS DPAM TO PROVIDE WITH FURTHER DETAILS ON AN ADVERTISEMENT PUBLISHED THE SAME DAY. THE ADVERTISEMENT WAS PUBLISHED WITHOUT THEIR PRIOR APPROVAL. A SETTLEMENT AGREEMENT WAS CONCLUDED WITH THE FSMA: PAYMENT OF A SUM OF 50.000 EUR AND THE PUBLICATION OF THE SETTLEMENT ON FSMA'S WEBSITE. PUBLICATION ON THE REGULATOR'S WEBSITE WAS MADE ON 3RD OF JUNE 2020.
Allegations: FAILURE TO NOTIFY SUSPICIOUS TRANSACTIONS FOR PERIOD 01/01/2015 TO 06/25/2015 INFRINGEMENT OF THE REGULATION RELATED TO THE MARKET ABUSE. Status: Final Sanction Detail: ADMINISTRATIVE FINES EQUAL TO 350000 EUR AND NO PUBLICATION ON THE REGULATOR'S WEBSITE. Summary: AUDIT OF THE FSMA NOTIFIED AN ALLEGED INFRINGEMENT OF THE MARKET ABUSE REGULATION ON THE MISSING NOTIFICATION OF THE "SUSPICIOUS" TRANSACTIONS AND ORDERS REPORT" FOR THE PERIOD 1ST JANUARY 2015 TO 25TH OF JUNE 2015. ON 2ND JULY 2020: FINAL DECISION ON AN ADMINISTRATIVE FINES EQUAL TO 350000 EUR AND NO PUBLICATION ON THE REGULATOR'S WEBSITE.
Allegations: ALLEGED BREACH OF CERTAIN MIFID RULES GAPS IN THE CONSIDERATION OF CUSTOMER KNOWLEDGE FOR THE ASSESSMENT OF SUITABILITY TEST, CONSIDERATION OF CERTAIN OUTDATED PROFILES Status: Final Sanction Detail: SETTLEMENT AGREEMNT WITH THE FSMA EQUAL TO EUR 800000 Summary: BREACH OF CERTAIN MIFID RULES NOTIFIED BY THE FSMA. SETTLEMENT AGREEMNT WITH THE FSMA EQUAL TO EUR 800000 AND PUBLICATION ON THE REGULATOR'S WEBSITE ON 28/07/2020
Allegations: SPOOFING AND MARKET MANIPULATION IN CARRYING OUT LIQUIDITY PROVIDING ACTIVITIES Status: Final Sanction Detail: SETTLEMENT AMOUNT Summary: INVESTIGATION BY THE FSMA WHICH STARTED IN 2017 AND WHEREBY THE FSMA WAS OF THE VIEW THAT BDP, IN CARRYING OUT ITS LIQUIDITY PROVIDING ACTIVITIES (TRANSACTIONS IN 2016), SENT OUT ''FALSE AND MISLEADING'' SIGNALS THAT AMOUNTED TO ''SPOOFING''. ULTIMATELY THE AUDITOR OF THE FSMA IN ITS CONCLUSION (MAY AND AUGUST 2019) DECIDED TO FURTHER EXTEND THE SCOPE OF THE ALLEGATIONS TO THE BROADER MARKET MANIPULATION. BDP CONTESTED THE ALLEGATIONS BROUGHT FORWARD BY THE AUDITOR OF THE FSMA AND THAT BDP WAS OF THE VIEW THAT IT HAD ACTED WITHIN THE THEN EXISTING REGULATORY FRAMEWORK FOR LIQUIDITY PROVIDING ACTIVITIES. HOWEVER, AFTER ANALYSIS OF THE MATTER AND IN ORDER TO COME TO A SWIFT CLOSE OF THIS MATTER (AND AVOID A PROLONGED ADMINISTRATIVE PROCEDURE WITH THE FSMA, BDP AGREED TO ACCEPT TO ENTER INTO A SETTLEMENT AGREEMENT WITH THE FSMA. THE SETTLEMENT WAS ACCEPTED AND ENTERED INTO BY BDP WITHOUT ADMISSION OF ANY LIABILITY IN ORDER TO HAVE A SWIFT RESOLUTION OF THE MATTER. THE EMPLOYEE IN QUESTION HAS IN THE MEANTIME LEFT THE EMPLOYMENT OF THE BDP. BDP ACCEPTED TO PAY THE SUM OF 100.000 EUR AND THE EMPLOYEE CONCERNED ACCEPTED TO PAY THE SUM OF 25.000 EUR IN THE FRAMEWORK OF THE SETTLEMENT.
Allegations: ALLEGATION OF MARKET ABUSE Status: Final Sanction Detail: TOTAL FINE: 410984$ . PAID IN NOVEMBER 2015 Summary: ADMINISTRATIVE PROSECUTOR ASKS THE PAYMENT OF A FINE EQUAL TO 300.000 EURO/333.271$
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Degroof Petercam Luxembourg Sa $9.2B (55% of AUM) Apr 2026
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 29, 2026.
View current Form ADV (SEC/IAPD) ↗