EQUITAM
Bordeaux portfolio management company (AMF GP-20230014) founded in 2022 by ex-UBS and BNP Paribas bankers, offering asset management and family-office services.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Bordeaux, France
- FOUNDED
- 2022
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- ROUTES
- Funds (as LP)
- STRATEGIES
- Public equitiesHedge fundsPrivate equityPrivate credit
Overview
EQUITAM SAS was created in January 2022 in Bordeaux by Anthony Fabre, a former UBS France private banker, and Arman Mansouri, a former BNP Paribas derivatives trader. First an investment-advice firm, it obtained AMF approval as a portfolio management company in July 2023 (GP-20230014). It offers discretionary and advisory management, two diversified funds (Equitam Patrimoine and Gambardella) and family-office services such as wealth structuring, insurance and credit brokerage and property transactions.
People
Frequently asked questions
EQUITAM is a multi family office based in Bordeaux, France, founded in 2022.
EQUITAM invests in third-party funds as an LP. Its stated asset mix includes public equities, hedge funds, private equity and private credit.
Key people at EQUITAM include Anthony Fabre (Founder, Président, portfolio manager), Arman Mansouri (Directeur Général, fund manager), Laurence Deschamps (Banker) and Marien Delage (Head of risk management).
Yes. EQUITAM manages capital from outside investors.