Tobam S.A.S. is a large advisory firm based in Paris. It manages $7.47 billion of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
Tobam S.A.S provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tobam S.A.S. is $7.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 655% since the beginning of its operation, and $6.36 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Tobam S.A.S. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Tobam S.A.S is pooled investment vehicles with 17 clients and $5.07 billion of assets under management. Among the 13 most similar advisory firms, Tobam S.A.S has the 7th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.22 billion for 21 clients. 78% of the firm’s clients are foreign persons or businesses.
Tobam S.A.S also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $88,394 to $145,821.
The company employs 48 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tobam S.A.S. performs its advisory services is located at 49/53 Avenue Des Champs Elysées, Paris, 75008, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 33 1 53 23 41 51 or by fax 33 1 53 23 41 70. The normal business hours are 8:30 am-6:00pm gmt+1 on Monday - Friday. You can find more information about the New York firm at tobam.fr and its LinkedIn profile.