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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 10b 100b

FINANCIERE DE L'ECHIQUIER

CRD 157916

PARIS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91da6971-8d02-d22d-b128-9ba12ac9e97f

Data as of Mar 31, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2014
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $10BItem 5.F on the latest filing (2014-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $10B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 90
Advisory employees: 30
Accounts: 3,500
SEC number: 801-76219
CRD: 157916
Filings on the tape: 3
First filed: Mar 30, 2012
Latest filed: Mar 31, 2014
Organised: Corporation

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMBOISE SNC	Shareholder	C	yes	09/2011	Mar 31, 2014	Mar 31, 2014
Arjo	Shareholder	D	yes	06/2012	Mar 31, 2014	Mar 31, 2014
CARREL-BILLIARD, DOMINIQUE	Ceo	Na	yes	04/2014	Mar 31, 2014	Mar 31, 2014
FINANCIERE WEBER ROULE	Shareholder	C	yes	05/2010	Mar 30, 2012	Mar 31, 2014
GUEUGNIER, CHRISTIAN, Y	Shareholder	E	yes	05/2010	Mar 30, 2012	Mar 31, 2014
GUEUGNIER, CHRISTIAN, Y	Cfo	Na	yes	09/2006	Mar 30, 2012	Mar 31, 2014
IENA HOLDING	Shareholder	C	yes	10/2005	Apr 3, 2013	Mar 31, 2014
LE MENESTREL, DIDIER, M	CHAIRMAN OF THE BOARD	Na	yes	09/2006	Mar 30, 2012	Mar 31, 2014
LE MENESTREL, DIDIER, M	Shareholder	E	yes	10/1997	Mar 30, 2012	Mar 31, 2014
TCHENIO, MAURICE, E	Shareholder	E	yes	09/2011	Mar 30, 2012	Mar 31, 2014
WEBER INVESTISSEMENTS	Shareholder	E	yes	09/2012	Mar 30, 2012	Mar 31, 2014
WEBER INVESTISSEMENTS	Shareholder	D	yes	09/2012	Mar 30, 2012	Mar 31, 2014
D'ORNANO, SEBASTIEN, I	Coo	Na	no	10/2004	Mar 30, 2012	Mar 31, 2014
MERVEILLE, BERTRAND, I	Cco	Na	no	10/2011	Mar 30, 2012	Mar 31, 2014
WEBER HOLDING	Shareholder	B	no	12/1999	Mar 30, 2012	Mar 31, 2014

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACROPOLE ASSET MANAGEMENT	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 31, 2014	$10B	$10B	90	30	n/a	n/a	n/a
2012	Apr 3, 2013	$7.2B	$7.2B	78	25	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$10B	$7.2B	43.1%	n/a	n/a	90	78	n/a	n/a

Relationships

Controls (9)

← GUEUGNIER, CHRISTIAN, YOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← LE MENESTREL, DIDIER, MOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← TCHENIO, MAURICE, EOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← AMBOISE SNCOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 31, 2014 to presentfactForm ADV
← ARJOOwnerSHAREHOLDER, ownership code D, foreign entity
Mar 31, 2014 to presentfactForm ADV
← CARREL-BILLIARD, DOMINIQUEOwnerCEO, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← FINANCIERE WEBER ROULEOwnerSHAREHOLDER, ownership code C, foreign entity
Mar 30, 2012 to presentfactForm ADV
← IENA HOLDINGOwnerSHAREHOLDER, ownership code C, foreign entity
Apr 3, 2013 to presentfactForm ADV
← WEBER INVESTISSEMENTSOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 30, 2012 to presentfactForm ADV

Owns (3)

← MERVEILLE, BERTRAND, IOwnerCCO, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← D'ORNANO, SEBASTIEN, IOwnerCOO, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← WEBER HOLDINGOwnerSHAREHOLDER, ownership code B, foreign entity
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91da6971-8d02-d22d-b128-9ba12ac9e97f
First observed: Mar 30, 2012
Last observed: Mar 31, 2014 151 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIERE DE L'ECHIQUIER

CRD 157916

PARIS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:91da6971-8d02-d22d-b128-9ba12ac9e97f

Data as of Mar 31, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMBOISE SNC

Shareholder

yes

09/2011

Mar 31, 2014

Arjo

Shareholder

yes

06/2012

Mar 31, 2014

CARREL-BILLIARD, DOMINIQUE

Ceo

yes

04/2014

Mar 31, 2014

FINANCIERE WEBER ROULE

Shareholder

yes

05/2010

Mar 30, 2012

Mar 31, 2014

GUEUGNIER, CHRISTIAN, Y

Shareholder

yes

05/2010

Mar 30, 2012

Mar 31, 2014

GUEUGNIER, CHRISTIAN, Y

Cfo

yes

09/2006

Mar 30, 2012

Mar 31, 2014

IENA HOLDING

Shareholder

yes

10/2005

Apr 3, 2013

Mar 31, 2014

LE MENESTREL, DIDIER, M

CHAIRMAN OF THE BOARD

yes

09/2006

Mar 30, 2012

Mar 31, 2014

LE MENESTREL, DIDIER, M

Shareholder

yes

10/1997

Mar 30, 2012

Mar 31, 2014

TCHENIO, MAURICE, E

Shareholder

yes

09/2011

Mar 30, 2012

Mar 31, 2014

WEBER INVESTISSEMENTS

Shareholder

yes

09/2012

Mar 30, 2012

Mar 31, 2014

WEBER INVESTISSEMENTS

Shareholder

yes

09/2012

Mar 30, 2012

Mar 31, 2014

D'ORNANO, SEBASTIEN, I

Coo

10/2004

Mar 30, 2012

Mar 31, 2014

MERVEILLE, BERTRAND, I

Cco

10/2011

Mar 30, 2012

Mar 31, 2014

WEBER HOLDING

Shareholder

12/1999

Mar 30, 2012

Mar 31, 2014

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACROPOLE ASSET MANAGEMENT

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 31, 2014

$10B

n/a

2012

Apr 3, 2013

$7.2B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

$10B

$7.2B

43.1%

n/a