Petercam Institutional Asset Management

Registered investment adviser · Brussels · CRD #166048

Form ADV data as of 2026-09-01

Regulatory assets

$16.87 billion

Total accounts

216

Employees

191

Disclosure events

Firm details

Website: https://degroofpetercam.com
Telephone: 00 32 2 287 95 15
SEC file number: 801-77449
Most recent Form ADV filing: 2026-04-29
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 6 disclosure questions answered Yes, covering 23 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.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
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 regulatory proceeding that could result in a disclosure under 11.C., 11.D., or 11.E.
A court found involvement in a violation of investment-related statutes or regulations
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	$16.29 billion
Non-discretionary regulatory assets under management	$578.7 million
Total regulatory assets under management	$16.87 billion
Discretionary accounts	190
Non-discretionary accounts	26
Total accounts	216
Regulatory assets under management attributable to non-U.S. persons	$16.81 billion

People

Total employees (excluding clerical)	191
Employees performing investment advisory functions (including research)	85
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	No
Has custody of client securities	No
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	$9.22 billion
Clients for whom a related person has custody	183
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

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Other business activities

Other financial product salesperson

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institution

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:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Executes agency cross transactions involving advisory client securities
Recommends securities for which it serves as underwriter or general partner
Brokers or dealers selected under 8.C.(3) are related persons
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	4	$283.7 million
Pension and profit sharing plans (not the participants or government plans)	71	$6.85 billion
Charitable organizations	69	$1.72 billion
State or municipal government entities (including government pension plans)	29	$3.37 billion
Insurance companies	23	$3.23 billion
Corporations or other businesses not listed above	14	$1.12 billion
Other	6	$289.7 million