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LOUISBOURG INVESTMENTS

DIEPPE, NEW BRUNSWICK, Canada · CRD 329547 · IAPD ↗ · louisbourginvestments.com · 1-506-383-5215

$2.31BRegulatory AUM
14Advisory reps
28Employees
0Clients
26-50Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2026 — LOUISBOURG INVESTMENTS reported RAUM up 27% ($1.82B -> $2.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2025 — LOUISBOURG INVESTMENTS (DIEPPE, NEW BRUNSWICK, Canada) is newly SEC-registered with $1.82B RAUM and 12 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.