Pim Gestion France, Sa (Paris)

Name: Pim Gestion France, Sa
Address: 13 15 Rue De La Baume, Paris, 75008
Telephone: 331.4028.1650

Pim Gestion France, Sa is a large advisory firm based in Paris. It manages $716.39 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

Pim Gestion France provides 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.

Pim Gestion France: assets under management

The assets under management (AUM) of Pim Gestion France, Sa is $716.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 368% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $716.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pim Gestion France, Sa for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pim Gestion France, Sa

James Edward Minnick has been acting as President since 1 Mar 2001. Zoltan Hankovszky joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Beatrice Philippe	Shareholder, president and director	1 Jul 1998	Other	4349460
Michel Raud	Shareholder, managing director	1 Jul 1998	Other	4349685
Zoltan Hankovszky	Director, shareholder	1 Jul 1998	Other	4349603
Claude Raymond Marian	Shareholder, director	1 Jul 1998	Other	4371367
Claude Raymond Marin	Shareholder, director	1 Jul 1998	Other	4371367
Garnett Lee Keith	Shareholder, director	1 Oct 1998	Other	1475168
Inc Philippe Investment Management	Shareholder (pursuant to french law, the shareholder is represented by zoltan hankovsky.)	1 May 2000	75% - 100%	110150
James Edward Minnick	Director	1 Mar 2001	Other	716204
Jr. Thurman V. White	Director	1 Mar 2001	Other	4378802
Jr. Thurman Vernon White	Director	1 Mar 2001	Other	4378802
Carol Consuelo Brooke	Director	1 Apr 2002	Other	4347994
Takashi Bayard Moriuchi	Director	1 Jun 2004	Other	2813291
Beatrice Philippe	President and director	1 Aug 2009	25% - 50%	4349460
Jacques Vaysse	Director and shareholder	1 Aug 2009	Other	4345305
Anne Philippe Vaysse	Director and shareholder	1 Aug 2009	Other	4345312
Pierre Esmein	Director and shareholder	1 Aug 2009	Other	5706473
Sa Pim Gestion France	Shareholder	1 Aug 2009	Other	110570
Jacques Vaysse	Director, chief compliance officer and shareholder	1 Dec 2009	Other	4345305
Anne Philippe Vaysse	Shareholder	1 Dec 2009	Other	4345312
Pierre Simonet	Director and shareholder	1 Dec 2009	Other	5776325
Zoltan Hankovszky	Shareholder	1 Jun 2011	Other	4349603
Eric Fourrier	Shareowner	1 Jun 2011	Other	5706499
Helene Rouquie Raud	Shareholder	1 Jun 2011	Other	6047243

Indirect Owners

The SEC currently registers 30 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Beatrice Philippe	Shareholder, class a and b common	1 Sep 1981	75% - 100%	4349460
National Bank Financial & Co. Inc.	Majority shareholder national bank financial inc.	1 Sep 1999	75% - 100%	00-000000
Groupe Banque Nationale Inc.	Majority shareholder national bank financial & co inc.	1 Sep 1999	75% - 100%	00-000000
Banque Nationale Du Canada	Majority shareholder groupe banque naationale inc.	1 Sep 1999	75% - 100%	13-2957778
Progress Investment Management Company	Owner	1 Apr 2000	50% - 75%	109594
Highcrest California Partners	Shareholder	1 Apr 2000	50% - 75%	95-4820912
Putnam Lovell Group Inc.	Owner	1 Apr 2000	75% - 100%	95-3283346
Donald Harding Putnam	Shareholder	1 Apr 2000	25% - 50%	1065385
Putnam Lovell Nbf Group Inc.	Sole shareholder putnam lovell capital partners, inc.	1 Apr 2000	75% - 100%	95-3283346
Donna Kathleen Gilding	Manager	1 Apr 2000	Other	4379194
Progress Putnam Lovell Advisors Llc	Sole managing member	1 Apr 2000	Other	95-4802253
Jr. Thurman Vernon White	Manager	1 Apr 2000	Other	4378802
Highcrest California Partners Llc	Managing member	1 Apr 2000	75% - 100%	95-4706384
Jeffrey Dale Lovell	Manager	1 Apr 2000	Other	1095362
California Public Employees Retirement System	Non-managing member	1 Apr 2000	75% - 100%	94-6207465
James Edward Minnick	Manager	1 Apr 2000	Other	716204
Progress Lovell Minnick Advisors Llc	Sole managing member	1 Apr 2000	Other	95-4802253
Columbia Management Group Inc.	Parent company	1 May 2000	75% - 100%	01-0547933
Progress Putnam Lovell Advisors Llc	Shareholder	1 Mar 2001	25% - 50%	95-4820912
Putnam Lovell Capital Partners Inc.	Owner	1 Mar 2001	75% - 100%	95-4653753
Progress Putnam Lovell Ventures Llc	Shareholder	1 Mar 2001	25% - 50%	05-4802260
Progress Lovell Minnick Ventures Llc	Shareholder	1 Mar 2001	25% - 50%	05-4802260
Fleet/Liberty Holdings	Sole shareholder of progress investment management company	1 Nov 2001	75% - 100%	00-0000000
Fleet National Bank	Sole shareholder of fleet/liberty holdings, inc.	1 Nov 2001	75% - 100%	04-2472499
Fleetboston Financial Corporation	Sole shareholder of fleet national bank	1 Nov 2001	75% - 100%	05-0341324
National Bank Financial Inc.	Sole shareholder putnam lovell nbf group inc.	1 Jun 2002	75% - 100%	99999999
Lovell Minnick Holdings Llc	Sole managing member	1 Feb 2004	Other	20-0498914
Lovell Minnick Partners Llc	Sole managing member	1 Feb 2004	Other	20-0493456
Jeffrey Dale Lovell	Co-managing member	1 Feb 2004	50% - 75%	1095362
James Edward Minnick	Co-managing member	1 Feb 2004	25% - 50%	716204

Based in Paris

The principal office where Pim Gestion France, Sa performs its advisory services is located at 13 15 Rue De La Baume, Paris, 75008, 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 331.4028.1650 or by fax 331.4028.0055. The normal business hours are 8:30 a.m. to 6:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.philippe-group.com.