DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CBP QUILVEST S.A.

COMPAGNIE DE BANQUE PRIVEE QUILVEST S.A., CRD 288468

LUXEMBOURG

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:df815198-6f34-74fd-274e-e7a4c4e38b6b

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 2
Observed: Jun 6, 2017 to Mar 31, 2023
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

CBP Quilvest S.A.

Affiliate · shared crd

Private Equityidentity

CBP Quilvest S.A.

Intermediary · shared crd

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: $4.5BItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 35%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 207
Advisory employees: 46
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,807
Individual clients: 941
High net worth clients: 48
Custody, client assets: $4.1B
SEC number: 801-110762
CRD: 288468
Filings on the tape: 12
First filed: Jun 6, 2017
Latest filed: Mar 31, 2023
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
BRIAND, ARNAUD, JULIEN	CHIEF COMPLIANCE OFFICER AND MEMBER OF THE EXECUTIVE COMMITTEE	Na	yes	11/2020	Jun 6, 2017	Mar 31, 2023
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shareholder	E	yes	01/2023	Jul 29, 2022	Mar 31, 2023
FLAMMANG, MARC	MEMBER OF THE EXECUTIVE COMMITTEE	Na	yes	12/2006	Jun 6, 2017	Mar 31, 2023
HOFFMANN, MARC	CHIEF EXECUTIVE OFFICER	Na	yes	12/2006	Jun 6, 2017	Mar 31, 2023
INTESA SANPAOLO S.P.A.	Shareholder	E	yes	07/2022	Jul 29, 2022	Mar 31, 2023
SCHMIDT, JAN, FRANS	CHIEF RISK OFFICER	Na	yes	12/2011	Jun 6, 2017	Mar 31, 2023
WEISSE, DELPHINE, MARIE	MEMBER OF THE EXECUTIVE COMMITTEE	Na	yes	04/2013	Jun 6, 2017	Mar 31, 2023
SALLOUX, ERWAN, DANIELLE	CHIEF INTERNAL AUDITOR	Na	no	08/2015	Jun 6, 2017	Mar 31, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brussels	n/a	Belgium	11	no
Ghent	n/a	Belgium	11	no

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
2022	Mar 31, 2023	$4.5B	$3.9B	207	46	2	n/a	n/a
2021	Mar 31, 2022	$3.8B	$3.8B	139	29	2	n/a	n/a
2020	Mar 31, 2021	$3.3B	$2.4B	147	47	2	n/a	n/a
2019	Mar 23, 2020	$3.3B	$2.4B	129	43	2	n/a	n/a
2018	Mar 29, 2019	$3.1B	$2.3B	125	41	2	n/a	n/a
2017	Mar 30, 2018	$3.3B	$2.5B	122	37	2	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
2022	$4.5B	$3.8B	17.0%	$3.3B	11.1%	207	139	2	2

Relationships

Controls (7)

← WEISSE, DELPHINE, MARIEOwnerMEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Jun 6, 2017 to presentfactForm ADV
← HOFFMANN, MARCOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jun 6, 2017 to presentfactForm ADV
← FLAMMANG, MARCOwnerMEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Jun 6, 2017 to presentfactForm ADV
← BRIAND, ARNAUD, JULIENOwnerCHIEF COMPLIANCE OFFICER AND MEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Jun 6, 2017 to presentfactForm ADV
← SCHMIDT, JAN, FRANSOwnerCHIEF RISK OFFICER, ownership code NA, individual
Jun 6, 2017 to presentfactForm ADV
← FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.OwnerSHAREHOLDER, ownership code E, foreign entity
Jul 29, 2022 to presentfactForm ADV
← INTESA SANPAOLO S.P.A.OwnerSHAREHOLDER, ownership code E, foreign entity
Jul 29, 2022 to presentfactForm ADV

Owns (1)

← SALLOUX, ERWAN, DANIELLEOwnerCHIEF INTERNAL AUDITOR, ownership code NA, individual
Jun 6, 2017 to presentfactForm ADV

Dated events

Occurred
Jul 29, 2022
Control person left
Daniel Kuffer (Member Of The Executive Committee) no longer on Schedule A of Cbp Quilvest S.A. (listed 2022-03-31, absent 2022-07-29)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Cbp Quilvest S.A. reported RAUM $3.3B, up 60% from $2.0B (2017-06-06 to 2018-03-30)
Form ADVobserved 3 days ago
$1.2B
Occurred
Jun 6, 2017
First Form ADV filing
Cbp Quilvest S.A. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df815198-6f34-74fd-274e-e7a4c4e38b6b
First observed: Jun 6, 2017
Last observed: Mar 31, 2023 42 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.

CBP QUILVEST S.A.

COMPAGNIE DE BANQUE PRIVEE QUILVEST S.A., CRD 288468

LUXEMBOURG

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:df815198-6f34-74fd-274e-e7a4c4e38b6b

Data as of Mar 31, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIAND, ARNAUD, JULIEN

CHIEF COMPLIANCE OFFICER AND MEMBER OF THE EXECUTIVE COMMITTEE

yes

11/2020

Jun 6, 2017

Mar 31, 2023

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

Shareholder

yes

01/2023

Jul 29, 2022

Mar 31, 2023

FLAMMANG, MARC

MEMBER OF THE EXECUTIVE COMMITTEE

yes

12/2006

Jun 6, 2017

Mar 31, 2023

HOFFMANN, MARC

CHIEF EXECUTIVE OFFICER

yes

12/2006

Jun 6, 2017

Mar 31, 2023

INTESA SANPAOLO S.P.A.

Shareholder

yes

07/2022

Jul 29, 2022

Mar 31, 2023

SCHMIDT, JAN, FRANS

CHIEF RISK OFFICER

yes

12/2011

Jun 6, 2017

Mar 31, 2023

WEISSE, DELPHINE, MARIE

MEMBER OF THE EXECUTIVE COMMITTEE

yes

04/2013

Jun 6, 2017

Mar 31, 2023

SALLOUX, ERWAN, DANIELLE

CHIEF INTERNAL AUDITOR

08/2015

Jun 6, 2017

Mar 31, 2023

City

State

Country

Employees

Also broker-dealer

Brussels

n/a

Belgium

Ghent

n/a

Belgium

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$4.5B

$3.9B

207

n/a

2021

Mar 31, 2022

$3.8B

139

n/a

2020

Mar 31, 2021

$3.3B

$2.4B

147

n/a

2019

Mar 23, 2020

$3.3B

$2.4B

129

n/a

2018

Mar 29, 2019

$3.1B

$2.3B

125

n/a

2017

Mar 30, 2018

$3.3B

$2.5B

122

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$4.5B

$3.8B

17.0%

$3.3B

11.1%

207

139