Candriam S.C.A.
Registered investment adviser · Strassen · CRD #173355
Form ADV data as of 2026-09-01Regulatory assets
$154.66 billion
Total accounts
474
Employees
598
Disclosure events
27
Firm details
- Website: https://twitter.com/candriam
- Telephone: +352 27 97 39 23
- SEC file number: 801-80510
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 4 disclosure questions answered Yes, covering 27 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Charged with a felony (past 10 years)
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
- Currently subject to a civil proceeding that could result in a disclosure under 11.H.(1)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $154.66 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $154.66 billion |
| Discretionary accounts | 474 |
| Non-discretionary accounts | 0 |
| Total accounts | 474 |
| Regulatory assets under management attributable to non-U.S. persons | $153.82 billion |
People
| Total employees (excluding clerical) | 598 |
| Employees performing investment advisory functions (including research) | 288 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $0 |
| Clients for whom the firm has custody | 0 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $56.03 billion |
| Clients for whom a related person has custody | 187 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | Yes |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Banking or thrift institutions | 3 | $2.12 billion |
| Investment companies | 3 | $417.4 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 190 | $108.03 billion |
| Pension and profit sharing plans (not the participants or government plans) | 78 | $11.38 billion |
| Charitable organizations | 75 | $3.17 billion |
| State or municipal government entities (including government pension plans) | 12 | $4.28 billion |
| Insurance companies | 71 | $17.02 billion |
| Corporations or other businesses not listed above | 40 | $8.23 billion |
| Other | 2 | $27.0 million |