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Financière De L'echiquier (Paris)


Financière De L'echiquier is a large advisory firm based in Paris. It manages $10.3 billion of regulatory assets for 3,500 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Missouri.

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Financière De L'echiquier provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management for foreign mutual funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Financière De L'echiquier: assets under management

The assets under management (AUM) of Financière De L'echiquier is $10.3 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.94 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financière De L'echiquier for their services and products based on a percentage of assets under management and fixed 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.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Maurice E Tchenio Shareholder 1 May 1972 75% - 100% 6050240
Didier M Le Menestrel Shareholder 1 Oct 1997 50% - 75% 6050236
Weber Investissements Shareholder 1 Jun 2002 50% - 75% 000000000
Financiere Weber Roule Shareholder 1 May 2010 25% - 50% 000000000
Christian Y Gueugnier Shareholder 1 May 2010 75% - 100% 6050232
Apax Partners Snc Shareholder 1 Sep 2011 25% - 50% 000000000
Maurice E Tchenio Shareholder 1 Sep 2011 75% - 100% 6050240
Amboise Snc Shareholder 1 Sep 2011 25% - 50% 0000000000
Arjo Shareholder 1 Jun 2012 50% - 75% 0000000000
Weber Investissements Shareholder 1 Sep 2012 50% - 75% 000000000

Based in Paris

The principal office where Financière De L'echiquier performs its advisory services is located at 53 Avenue D'iéna, Paris, 75116, 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 47 23 90 90 or by fax +33 1 47 23 91 91. The normal business hours are 8:30 a.m. - 6:00 p.m. gmt+1 on Monday - Friday. You can find more information about the New York firm at www.fin-echiquier.fr/en/.


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