The TOBAM GROUP is a privately held investment adviser that advises $1.57Bn in regulatory assets under management held in 1 SEC fund types across 5 investment strategies. TOBAM GROUP is a Public/Private Fund Assets decreased by 83.94% over the last 5-years.
The Group has been registered with the SEC for 15.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 7 RUE LEO DELIBES, PARIS, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 21 employees comprised of 8 investment and 13 non-investment staff. The total number of Employees decreased by 51.16% over the last 5-years.
Their $1.57Bn in assets advised are owned by 25 private funds, 21 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.09Bn or 69.09% of Total Assets and Investment Companies (IC) own $485.96mn or 30.91% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Quantitative Trading and Multi Strat, representing 66.89%, 17.04% and 13.45% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TOBAM 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.