DIEPPE, NEW BRUNSWICKCRD 329547Latest ADV March 20, 2026
Louisbourg Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Dieppe, New Brunswick. Its latest Form ADV filing, dated March 20, 2026, reports $2.3B in regulatory assets under management, 28 employees, 3 offices, and 2,128 accounts.
Assets Under Management
$2.3B
Employees
28
Offices
3 offices
Total Clients
248
Primary office
DIEPPE, NEW BRUNSWICK
202-230 CHAMPLAIN STREET, DIEPPE, NEW BRUNSWICK, Canada
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
164
2
Corporations
14.9%
37
3
HNWI
7.3%
18
4
Pooled Investment Vehicles
4.4%
11
5
Pension Plans
4.4%
11
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 20, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts2,128
10Y AUM Change+$490M (+26.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee9:1
10Y Employee Change-1 (-3.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.