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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

TOBAM

TOBAM S.A.S., CRD 157107

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:f93f6e8e-cc09-60f8-d8cc-e73b90827cef

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 0
Observed: Feb 6, 2012 to Jun 15, 2026
30 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
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: 21
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 25
Private funds: 2Schedule D 7.B(1)
SEC number: 801-72248
CRD: 157107
Filings on the tape: 30
First filed: Feb 6, 2012
Latest filed: Jun 15, 2026
Organised: Other (specify)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK US EQUITY FUND	Hedge Fund	$662M	Jun 18, 2024	10	May 22, 2018	reported	021-307811
MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK EMERGING MARKETS EQUITY FUND	Hedge Fund	$548M	Jun 18, 2024	13	Jul 17, 2015	reported	021-237003
MOST DIVERSFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK WORLD EX USA EQUITY FUND	Hedge Fund	$180M	Jun 18, 2024	1	May 22, 2018	reported	021-312163
MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM LBRTY EMERGING MARKET EQUITY FUND	Hedge Fund	$71.2M	Jun 18, 2024	5	May 15, 2024	reported	021-50962

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
CHOUEIFATY, YVES, LOUIS	President	D	yes	04/2009	Feb 6, 2012	Jun 18, 2024
CHOUEIFATY, YVES, LOUIS	Ceo	Na	yes	06/2006	Feb 6, 2012	Jun 18, 2024
FROIDURE, TRISTAN, ALEXANDRE	DEPUTY CEO	Na	yes	02/2009	Feb 6, 2012	Jun 18, 2024
REDAELLI, GIANCARLO, NMN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2022	Mar 28, 2022	Jun 18, 2024
ROEHRI, CHRISTOPHE, HERVE	DEPUTY CEO	Na	yes	05/2012	Feb 6, 2012	Jun 18, 2024
TOBAM HOLDING COMPANY	Holding	D	yes	01/2009	Feb 6, 2012	Jun 18, 2024
Tobemp	Holding	D	yes	08/2009	Feb 6, 2012	Jun 18, 2024
Tobanext	Holding	C	no	07/2014	Feb 26, 2015	Jun 18, 2024
TOBANEXT 2	Holding	B	no	07/2020	Sep 23, 2020	Jun 18, 2024
Tobemp	Holding	Na	no	09/2016	Feb 6, 2012	Jun 18, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
DUN LAOGHAIRE	n/a	Ireland	8	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
2025	Mar 25, 2026	$1.1B	$1.1B	21	8	1	2	n/a
2024	Mar 4, 2025	$1.2B	$1.2B	26	12	1	1	n/a
2023	Mar 22, 2024	$3.5B	$3.5B	38	17	1	3	$1.4B
2022	Mar 22, 2023	$4.8B	$4.8B	42	21	1	3	$1.8B
2021	Mar 28, 2022	$7.5B	$7.5B	43	21	1	3	$3.0B
2020	Mar 26, 2021	$8.6B	$8.6B	43	21	1	3	$3.5B
2019	Mar 30, 2020	$7.2B	$7.2B	46	23	1	3	$3.3B
2018	Mar 28, 2019	$7.5B	$7.5B	48	24	2	3	$3.3B
2017	Mar 31, 2018	$7.9B	$7.9B	44	18	1	1	$2.5B
2016	Mar 31, 2017	$7.9B	$7.9B	43	17	n/a	1	$1.8B
2015	Mar 23, 2016	$8.0B	$8.0B	41	14	n/a	1	$1.7B
2014	Feb 26, 2015	$7.7B	$7.7B	30	13	n/a	n/a	n/a
2013	Mar 24, 2014	$5.6B	$5.6B	22	10	n/a	n/a	n/a
2012	Jan 31, 2013	$2.4B	$2.4B	17	10	n/a	n/a	n/a
2011	Feb 6, 2012	$1.6B	$1.6B	n/a	n/a	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
2025	$1.1B	$1.2B	-12.2%	$4.8B	-38.9%	21	26	1	1

Relationships

Advises (4)

→ MOST DIVERSFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK WORLD EX USA EQUITY FUNDPrivate fundHedge Fund, IA
May 22, 2018 to presentfactForm ADV
→ MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK EMERGING MARKETS EQUITY FUNDPrivate fundHedge Fund, IA
Jul 17, 2015 to presentfactForm ADV
→ MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM LBRTY EMERGING MARKET EQUITY FUNDPrivate fundHedge Fund, IA
May 15, 2024 to presentfactForm ADV
→ MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK US EQUITY FUNDPrivate fundHedge Fund, IA
May 22, 2018 to presentfactForm ADV

Affiliated with (2)

← AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.Registered adviserother investment adviser, common control
factForm ADV
← AMUNDI SMITH BREEDEN LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← FROIDURE, TRISTAN, ALEXANDREOwnerDEPUTY CEO, ownership code NA, individual
Feb 6, 2012 to Jun 18, 2024factForm ADV
← CHOUEIFATY, YVES, LOUISOwnerPRESIDENT, ownership code D, individual
Feb 6, 2012 to Jun 18, 2024factForm ADV
← ROEHRI, CHRISTOPHE, HERVEOwnerDEPUTY CEO, ownership code NA, individual
Feb 6, 2012 to Jun 18, 2024factForm ADV
← REDAELLI, GIANCARLO, NMNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2022 to Jun 18, 2024factForm ADV
← TOBAM HOLDING COMPANYOwnerHOLDING, ownership code D, foreign entity
Feb 6, 2012 to Jun 18, 2024factForm ADV
← TOBEMPOwnerHOLDING, ownership code D, foreign entity
Feb 6, 2012 to Jun 18, 2024factForm ADV

Owns (3)

← TOBANEXTOwnerHOLDING, ownership code C, foreign entity
Feb 26, 2015 to Jun 18, 2024factForm ADV
← TOBANEXT 2OwnerHOLDING, ownership code B, foreign entity
Sep 23, 2020 to Jun 18, 2024factForm ADV
← TOBEMPOwnerHOLDING, ownership code NA, foreign entity
Feb 6, 2012 to Jun 18, 2024factForm ADV

Dated events

Occurred
Mar 4, 2025
Regulatory AUM changed
Tobam reported RAUM $1.2B, down 65% from $3.5B (2024-06-18 to 2025-03-04)
Form ADVobserved 4 days ago
$-2.3B
Occurred
Mar 22, 2024
Regulatory AUM changed
Tobam reported RAUM $3.5B, down 26% from $4.8B (2023-10-24 to 2024-03-22)
Form ADVobserved 4 days ago
$-1.2B
Occurred
Oct 24, 2023
Control person left
Felix David Bellaiche (Deputy Ceo) no longer on Schedule A of Tobam (listed 2023-03-22, absent 2023-10-24)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2023
Regulatory AUM changed
Tobam reported RAUM $4.8B, down 36% from $7.5B (2022-03-28 to 2023-03-22)
Form ADVobserved 4 days ago
$-2.7B
Occurred
Mar 28, 2022
Control person left
Jane Emma Love (Chief Compliance Officer) no longer on Schedule A of Tobam (listed 2021-06-08, absent 2022-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Control person joined
Giancarlo Redaelli (Chief Compliance Officer) appeared on Schedule A of Tobam
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f93f6e8e-cc09-60f8-d8cc-e73b90827cef
First observed: Feb 6, 2012
Last observed: Jun 15, 2026 3 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.

TOBAM

TOBAM S.A.S., CRD 157107

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:f93f6e8e-cc09-60f8-d8cc-e73b90827cef

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK US EQUITY FUND

Hedge Fund

$662M

Jun 18, 2024

May 22, 2018

reported

021-307811

MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK EMERGING MARKETS EQUITY FUND

Hedge Fund

$548M

Jun 18, 2024

Jul 17, 2015

reported

021-237003

MOST DIVERSFIED PORTFOLIO SICAV - TOBAM ANTI-BENCHMARK WORLD EX USA EQUITY FUND

Hedge Fund

$180M

Jun 18, 2024

May 22, 2018

reported

021-312163

MOST DIVERSIFIED PORTFOLIO SICAV - TOBAM LBRTY EMERGING MARKET EQUITY FUND

Hedge Fund

$71.2M

Jun 18, 2024

May 15, 2024

reported

021-50962

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHOUEIFATY, YVES, LOUIS

President

yes

04/2009

Feb 6, 2012

Jun 18, 2024

CHOUEIFATY, YVES, LOUIS

Ceo

yes

06/2006

Feb 6, 2012

Jun 18, 2024

FROIDURE, TRISTAN, ALEXANDRE

DEPUTY CEO

yes

02/2009

Feb 6, 2012

Jun 18, 2024

REDAELLI, GIANCARLO, NMN

CHIEF COMPLIANCE OFFICER

yes

02/2022

Mar 28, 2022

Jun 18, 2024

ROEHRI, CHRISTOPHE, HERVE

DEPUTY CEO

yes

05/2012

Feb 6, 2012

Jun 18, 2024

TOBAM HOLDING COMPANY

Holding

yes

01/2009

Feb 6, 2012

Jun 18, 2024

Tobemp

Holding

yes

08/2009

Feb 6, 2012

Jun 18, 2024

Tobanext

Holding

07/2014

Feb 26, 2015

Jun 18, 2024

TOBANEXT 2

Holding

07/2020

Sep 23, 2020

Jun 18, 2024

Tobemp

Holding

09/2016

Feb 6, 2012

Jun 18, 2024

City

State

Country

Employees

Also broker-dealer

DUN LAOGHAIRE

n/a

Ireland

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.1B

n/a

2024

Mar 4, 2025

$1.2B

n/a

2023

Mar 22, 2024

$3.5B

$1.4B

2022

Mar 22, 2023

$4.8B

$1.8B

2021

Mar 28, 2022

$7.5B

$3.0B

2020

Mar 26, 2021

$8.6B

$3.5B

2019

Mar 30, 2020

$7.2B

$3.3B

2018

Mar 28, 2019

$7.5B

$3.3B

2017

Mar 31, 2018

$7.9B

$2.5B

2016

Mar 31, 2017

$7.9B

n/a

$1.8B

2015

Mar 23, 2016

$8.0B

n/a

$1.7B

2014

Feb 26, 2015

$7.7B

n/a

2013

Mar 24, 2014

$5.6B

n/a

2012

Jan 31, 2013

$2.4B

n/a

2011

Feb 6, 2012

$1.6B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$1.2B

-12.2%

$4.8B

-38.9%