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Desjardins Group

Business and Investment Profile

The Desjardins Group is a privately held investment adviser that advises $176.91Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. Desjardins Group is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 9.41% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 30.66 years and is comprised of 9 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 4350 CONGRESS STREET SUITE 1000, CHARLOTTE, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 19 US and Non-US bodies.

Employee Profile

They have 444 employees comprised of 180 investment and 264 non-investment staff. The total number of Employees increased by 28.32% over the last 5-years.

Asset Profile

Their $176.91Bn in assets advised are owned by 90 private funds, 195 public funds and BDCs and 1,416 other accounts. Assets of Investment Companies (IC) clients own $79.44Bn or 44.9% of Total Assets and Government Entities and Pension Plans own $22.56Bn or 12.75% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 40.41%, 35.73% and 23.58% of total assets, respectively.

Client Profile

They advise 11 types of clients, top clients are Investment Companies (IC) and Government Entities and Pension Plans.

Service Provider Profile

The Group uses 11 Fund Administrators, 5 Fund Auditors, 0 Prime Brokers, 11 Custodians and 8 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

Desjardins Group names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: Desjardins Group

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Generated 2026-09-12T06:47:45.0185575.  © 2026 Convergence.