Credit Agricole Asset Management Alternative Investments, Inc. (Chicago)


Credit Agricole Asset Management Alternative Investments, Inc. is a large advisory firm based in Chicago. It manages $2.16 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008.

Credit Agricole Asset Management Alternative Investments provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Credit Agricole Asset Management Alternative Investments: assets under management

The assets under management (AUM) of Credit Agricole Asset Management Alternative Investments, Inc. is $2.16 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.16 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.16 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Credit Agricole Asset Management Alternative Investments, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Credit Agricole Asset Management Alternative Investments, Inc.

Ivan Leveille Nizerolle has been acting as President since 1 Dec 2003. Andrew Peter Watson joined the executive team most recently as the Chief Executive Officer And Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Credit Agricole Asset Management Alternative Investments Holding Shareholder 1 Aug 1999 75% - 100% foreign
Jerry Scott Fuesel Senior vice president and chief financial officer 1 Jan 2000 Other 5455138
Patrick M Brankin Secretary 1 Jan 2002 Other 4016259
Ivan Leveille Nizerolle President 1 Dec 2003 Other 5455222
Marc Francois Romano Chief executive officer 1 Apr 2007 Other 5315724
Roland De Demandolx Senior vice-president, global head of manager selection 1 Apr 2007 Other 5457089
Philippe Lucien Batchevitch Executive vice president 1 Jul 2007 Other 5455141
Bruce A Beatus Senior vice president, general counsel and chief compliance officer 1 Aug 2007 Other 2503786
Jerry Scott Fuesel Managing director, global head of operations 1 Apr 2008 Other 5455138
Philippe Lucien Batchevitch Sr. managing director, global head of sales and director 1 Apr 2008 Other 5455141
Marc Francois Romano Chief executive officer and director 1 Apr 2008 Other 5315724
Bruce A Beatus Managing director, general counsel and chief compliance officer 1 Apr 2008 Other 2503786
Patrick M Brankin Managing director, controller and secretary 1 Apr 2008 Other 4016259
Ivan Leveille Nizerolle Managing director, portfolio management, president 1 Apr 2008 Other 5455222
Roland De Demandolx Managing director, deputy chief investment officer - fund selection 1 Apr 2008 Other 5457089
Jean Paul Mazoyer Director 1 May 2008 Other 5655743
Andrew Peter Watson Chief executive officer and director 1 Sep 2009 Other 5455494

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Credit Agricole Asset Management Group Shareholder 1 Nov 1978 75% - 100% foreign
Amundi Group Shareholder 1 Nov 1978 75% - 100% foreign
Credit Agricole S.A. Shareholder 1 Apr 2001 75% - 100% foreign
Sas Rue La Boetie Shareholder 1 Nov 2001 50% - 75% foreign
Credit Agricole Asset Management Financial Solutions Shareholder 1 Apr 2007 75% - 100% foreign
Credit Agricole Asset Management Shareholder 1 Apr 2007 75% - 100% foreign
Amundi Shareholder 1 Apr 2007 75% - 100% foreign

Based in Chicago

The principal office where Credit Agricole Asset Management Alternative Investments, Inc. performs its advisory services is located at One North Wacker Drive, Chicago, IL 60606 2834, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-425-8300 or by fax 312-425-8470. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.caam-ai.com.