DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
SEC-registered adviser
P••••••• I••••••••• A•••• M•••••••••
Legal name D•••••• P••••••• A•••• M•••••••••
Latest filing Apr 29, 2026
First filing on the tape Dec 4, 2012 · 23 filings
SEC status approved since Jan 2, 2013
RAUM
$17B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
191
85 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$17B as of Apr 29, 2026
Mar 28, 2014$15B then
HNW client RAUM$0 as of Apr 29, 2026
Mar 29, 2018$243M then
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 28, 20140 then
Employees (5.A)191 as of Apr 29, 2026
Mar 28, 201461 then
Private funds: no history
RAUM n/a over the last fiscal year+16% a year over three
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
Archetypes, each a printed rule
- i••••••••• asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $78.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 90%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$6.8B41%
- State and municipal entities$3.4B20%
- Insurance companies$3.2B19%
- Charitable organizations$1.7B10%
- Corporations and businesses$1.1B6.7%
- Pooled investment vehicles$284M1.7%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 71reported
- Charitable clients
- 69reported
- Accounts
- 216reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.02 institutional_share=0.9 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••••• S••••• · Directorcontrolsince 08/2022 · owns less than 5%
- C•••••• Y••• · Directorcontrolsince 05/2019 · owns less than 5%
- D• C••••••• P•••• · Director - Chairman Of The Management Boardcontrolsince 10/2021 · owns less than 5%
- D• F••••••• J••••••••• C•••••••• · Directorcontrolsince 01/2016 · owns less than 5%
- D• M•••••• L••••••• M••••• · Directorcontrolsince 08/2017 · owns less than 5%
- H••••• S••••• · Directorcontrolsince 06/2021 · owns less than 5%
- J••••••• V••••••••• C•••••••• · Directorcontrolsince 08/2018 · owns less than 5%
- L••••• H•••• R••• · Director - Chairman Of The Board Of Directorscontrolsince 10/2021 · owns less than 5%
- L••••• J••••••••• · Directorcontrolsince 08/2018 · owns less than 5%
- M•••••• R••••••••• T•••• · Directorcontrolsince 10/2015 · owns less than 5%
- P••••• T•••• · Directorcontrolsince 08/2022 · owns less than 5%
- S••••••• J••••• · Directorcontrolsince 01/2020 · owns less than 5%
- T•••••• C•••••••• C•••••••• · Director - Chief Legal Officercontrolsince 07/2021 · owns less than 5%
- V•• B••••••••• F•••• · Directorcontrolsince 06/2021 · owns less than 5%
- V•• G••••••••• J••••• F•••• · Directorcontrolsince 08/2017 · owns less than 5%
- V•• H••••• F•••••••• · Directorcontrolsince 04/2022 · owns less than 5%
- V•••••••• S•• · Directorcontrolsince 04/2022 · owns less than 5%
- H•••• S•••• · Chief Compliance Officersince 06/2021 · owns less than 5%
Entity owners
- B••••• D•••••• P••••••• S• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B••• D•••••• P••••••• S•broker-dealerinvestment advisercustodiany
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 217 to 216May 7, 2025 to Mar 31, 2026
- Advisory employees · 84 to 85May 7, 2025 to Mar 31, 2026
- Charity clients · 74 to 69May 7, 2025 to Mar 31, 2026
- Corporate clients · 11 to 14May 7, 2025 to Mar 31, 2026
- Pension plan clients · 70 to 71May 7, 2025 to Mar 31, 2026
- Employees · 192 to 191May 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $13B to $16BMay 7, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $551M to $579MMay 7, 2025 to Mar 31, 2026
- Pension RAUM · $5.7B to $6.8BMay 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $238M to $284MMay 7, 2025 to Mar 31, 2026
- RAUM · $14B to $17BMay 7, 2025 to Mar 31, 2026
- Accounts · 240 to 217Mar 27, 2024 to May 7, 2025
- Advisory activities · 4 to 3Mar 27, 2024 to May 7, 2025
- Charity clients · 75 to 74Mar 27, 2024 to May 7, 2025
- Corporate clients · 10 to 11Mar 27, 2024 to May 7, 2025
- Pension plan clients · 75 to 70Mar 27, 2024 to May 7, 2025
- Pooled vehicle clients · 3 to 4Mar 27, 2024 to May 7, 2025
- Employees · 189 to 192Mar 27, 2024 to May 7, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to May 7, 2025
- HQ state · unset to Mar 27, 2024 to May 7, 2025
- Discretionary RAUM · $13B to $13BMar 27, 2024 to May 7, 2025
- Non-discretionary RAUM · $825M to $551MMar 27, 2024 to May 7, 2025
- Pension RAUM · $5.2B to $5.7BMar 27, 2024 to May 7, 2025
- Pooled vehicle RAUM · $490M to $238MMar 27, 2024 to May 7, 2025
- RAUM · $13B to $14BMar 27, 2024 to May 7, 2025
- Pooled vehicle RAUM · $509M to $490MMar 30, 2023 to Mar 27, 2024
- RAUM · $11B to $13BMar 30, 2023 to Mar 27, 2024
- Advisory employees · 81 to 84Mar 30, 2023 to Mar 27, 2024
- Charity clients · 77 to 75Mar 30, 2023 to Mar 27, 2024
- Corporate clients · 11 to 10Mar 30, 2023 to Mar 27, 2024
- Pension plan clients · 78 to 75Mar 30, 2023 to Mar 27, 2024
- Pooled vehicle clients · 4 to 3Mar 30, 2023 to Mar 27, 2024
- Employees · 177 to 189Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $9.9B to $13BMar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $846M to $825MMar 30, 2023 to Mar 27, 2024
- Pension RAUM · $4.2B to $5.2BMar 30, 2023 to Mar 27, 2024
- Accounts · 310 to 240May 19, 2022 to Mar 30, 2023
- Advisory employees · 72 to 81May 19, 2022 to Mar 30, 2023
- Charity clients · 103 to 77May 19, 2022 to Mar 30, 2023
- Corporate clients · 12 to 11May 19, 2022 to Mar 30, 2023
Signals
26 dated events
- Sam Vereecke (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2023 · Control person joined · fact
- Jacques Francois Wohrer (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2022-05-19, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Rene Philippe Denef (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2022-05-19, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- B•••• C•••••• (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2022-05-19, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- T•••• Paris (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2023 · Control person joined · fact
- S••••• Caudron (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2023 · Control person joined · fact
- F•••••••• Van Holle (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2023 · Control person joined · fact
- F•••• Van B•••••••• (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2022 · Control person joined · fact
- Sylvie Huret (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2022 · Control person joined · fact
- S•••• De M•••••• (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Karl Thomas Palmblad (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2021-03-31, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- S•••• De M•••••• (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 31, 2021 · Control person joined · fact
- Charles Gautier Bataille (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2020-04-01, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- B•••• C•••••• (Director - Chairman Of The Board Of Directors) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 31, 2021 · Control person joined · fact
- J••••• S•••••• (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 31, 2021 · Control person joined · fact
- Henri Vincent Planche (Chief Risk Officer, Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2019-03-28, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Y••• Ceelen (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 30, 2020 · Control person joined · fact
- Jean Philippe Masset (President Of The Board Of Directors) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2019-03-28, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Jacques Francois Wohrer (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 28, 2019 · Control person joined · fact
- Jean-Michel Loehr (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 28, 2019 · Control person joined · fact
- Richard Guy Lerminiaux (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2018-03-29, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Michel Eric Nols (Director) no longer on Schedule A of P••••••• I••••••••• A•••• M••••••••• (listed 2018-03-29, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
- Catherine Veronique Jeannot (Director) appeared on Schedule A of P••••••• I••••••••• A•••• M•••••••••Mar 28, 2019 · Control person joined · fact
- P••••••• I••••••••• A•••• M••••••••• reported RAUM $9.4B, up 187% from $3.3B (2017-03-30 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- P••••••• I••••••••• A•••• M••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Oct 18, 2013 · Succession (Item 4) · fact
- P••••••• I••••••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Dec 4, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- be.linkedin.com/company/dpamreportedpublic record, Form ADV, Apr 29, 2026
- Website
- d•••••••••.comreportedpublic record, Form ADV, Apr 29, 2026
- Principal office phone
- 00 32 2 287 95 15reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- I••••••••• MANAGERderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026