Dom Finance

What Dom Finance does

Dôm Finance is an independent, entrepreneurial French asset management company (société de gestion) regulated by the AMF and headquartered in Paris, serving primarily professional and institutional investors. The firm operates within the broader Groupe Burrus conglomerate, leveraging shared operational infrastructure while retaining management independence. It offers a comprehensive product range spanning money market, fixed income, European and international equities (large- and mid-cap), thematic strategies (gold/mining), real estate, employee savings (FCPE), and a Forest Investment Group (GFI) for sustainable forestry, complemented by discretionary management mandates and three guided profiles (Mont-Fort, Mont-Blanc, Mont-Everest) distributed through insurance partners.

The firm's investment process is built on a proprietary multi-stage fund selection architecture: a first quantitative screen sorting funds across Performance, Regularity, and Risk ratios, followed by a qualitative multi-criteria scoring grid that selects or excludes funds from a restricted list. Discretionary management is anchored in behavioral-finance principles, and a distinctive strategy — Dôm Reflex — invests during major market dislocations, having reportedly profited from Brexit, Covid, and the Ukraine war selloffs. Internal tooling supports the quantitative and qualitative analysis workflow.

Dôm Finance generates revenue primarily through recurring management fees (2.40%–3.00% p.a. on visible funds) and performance fees (e.g., 15% TTC above a 7% hurdle on Dôm Sélection Action Rendement International). Distribution is multi-channel: independent wealth advisors (CGPs), institutional direct relationships, insurance wrappers (AFI ESCA, Cardif), and direct access via PEA, securities accounts, and life insurance contracts. Recent strategic activity has been characterized by new product launches (FCPE in December 2024, GFI in October 2023), the 2021 union with Delta AM, and ESG positioning including PRI signatory status and SFDR Article 8/9 classifications on selected funds.

Name

Dom Finance

Legal name

Dôm Finance

Website

https://dom-finance.fr

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Dôm Finance is an independent, AMF-regulated French asset management company serving professional and institutional investors with a diversified range of mutual funds, discretionary management profiles, and thematic strategies. It operates within the Groupe Burrus group and distributes via wealth advisors, insurance partners, and institutional mandates.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Management Fees: Dôm Finance charges ongoing management fees on its funds under management. Fee rates vary by fund, e.g., 3% per annum for Placeuro Gold Mines, 2.40% max for Dôm Sélection Action Rendement International.
2. Performance Fees: Some funds charge outperformance fees. For example, Dôm Sélection Action Rendement International charges 15% TTC (including taxes) beyond 7% annual performance.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Dôm Finance is an independent, entrepreneurial asset management company that manages and distributes a broad range of investment funds (rates, equities, mixed allocation, thematic, real estate, forestry, employee savings) and discretionary management mandates for professional and institutional investors. Funds are distributed primarily through independent wealth management advisors (CGPs), directly to institutions, and through insurance wrappers, applying a proprietary multi-stage quantitative and qualitative fund selection process combined with behavioral finance-based discretionary management.

Product overview

Dom Finance is an independent entrepreneurial asset management company offering a comprehensive range of investment products and management services. The portfolio includes fixed income funds (Dôm Alpha Obligations Crédit, Dôm SUB), equity funds across market caps and styles (Dôm Sélection Action Midcap/Rendement, Dôm Orchidée L/S, ESK Exclusif), thematic funds (Placeuro Gold Mines for precious metals, real estate funds Avantage Immobilier), diversified/mixed funds (Dôm Patrimoine, DOM Quantalys 30/60/90 with varying equity allocations), and the unique Dôm Reflex fund targeting market dislocation opportunities. Additional offerings include Dôm Performance Epargne (employee savings FCPE with Gay-Lussac Gestion partnership) and GFI Dôm Régénération (Forest Investment Group for sustainable forestry investment). The Gestion Pilotée service provides three discretionary management profiles (Mont Fort, Mont Blanc, Mont Everest) with professional multi-manager selection.

Differentiator

Problem solved

Functional benefit

Brands

• Dôm Alpha Obligations Crédit: Fixed income fund focused on credit investments
• Dôm Capi
• Dôm SUB
• Placeuro
• Dôm Sélection Action
• Dôm Patrimoine
• DOM Quantalys
• Dôm Reflex
• ESK Exclusif
• GLP Invest Valeurs
• Avantage Immobilier
• GFI Dôm Régénération
• Dôm Performance Epargne

Products and services

• Dôm Alpha Obligations Crédit – P Fixed income fund invested in credit/debt securities, providing regular income through bond investments. For professional, institutional, and individual investors via PEA/AV/compte-titre.
• Dôm Capi
• Dôm SUB – C Subordinated bond fund offering exposure to subordinated debt instruments with potential for enhanced yields.
• Placeuro Classic Classic mixed allocation fund combining equities and bonds for balanced portfolio management.
• Placeuro Dôm Trésorerie Dynamique Dynamic treasury fund providing liquidity management with exposure to money market instruments.
• Dôm Orchidée I L/S Long/short equity fund offering hedged market exposure through both long positions and short selling strategies.
• Dôm Sélection Action Midcap Mid-cap focused equity fund investing in medium-sized companies with growth potential on European markets.
• Dôm Sélection Action Rendement – C Yield-oriented equity fund focusing on dividend-paying stocks and income-generating equity securities.
• Placeuro Gold Mines International equity fund exclusively invested in gold and silver mining companies, targeting exposure to precious metals through mining sector equities. SFDR Article 8 classified. Management fee 3% p.a.; minimum initial subscription €100.
• Die Swaene Patrimonio Equity fund investing in diversified portfolio of international stocks.
• Avantage Immobilier Cote – R Real estate focused fund providing exposure to listed real estate securities.
• Dôm Patrimoine Diversified balanced fund combining equities, bonds, and alternative investments for wealth preservation and growth, offered in institutional (I) and retail (Part R) share classes.
• DOM Quantalys 30 Multi-manager fund with target 30% equity allocation, offering diversified exposure across asset classes with balanced risk profile.
• DOM Quantalys 60 Multi-manager fund with target 60% equity allocation, providing moderate growth orientation with diversified asset exposure.
• DOM Quantalys 90 Multi-manager fund with target 90% equity allocation, designed for dynamic growth seekers with higher risk tolerance.
• Dôm Reflex – C Unique market dislocation fund that invests opportunistically during major market selloffs to capture rebound opportunities, following an investment process established in 2015.
• ESK Exclusif Equity fund managed with absolute return focus, seeking positive performance across market cycles. Offered in A and C share classes.
• GLP Invest Valeurs Multi-cap equity fund investing in European and international growth stocks across market capitalizations.
• Dôm Performance Epargne Employee savings fund (FCPE) offering dynamic diversified management for salary savings and retirement planning, in partnership with Gay-Lussac Gestion.
• GFI Dôm Régénération Forest Investment Group (Groupement Forestier d'Investissement) dedicated to sustainable and responsible forest management, combining ecosystem preservation with economic valorization of forest assets.
• Dôm Sélection Action Rendement International International equity fund specialized in global dividend-paying stocks using a value investment approach with growth at reasonable price philosophy. SFDR Article 8 classified. Management fee 2.40% max; 15% TTC performance fee beyond 7% annual performance; SRI 4/7.
• Gestion Pilotée (Mont Fort, Mont Blanc, Mont Everest) Professional discretionary investment management service offering three risk profiles (Mont Fort 25-75% equity, Mont Blanc 50-90% equity, Mont Everest 60-100% equity) with multi-manager fund selection based on quantitative and qualitative analysis. Distributed via AFI ESCA and Cardif insurance partners for individual investors.

Quantifiable outcome

• Jan de Coninck ranked among top 20 European bond managers by Citywire with +16.1% total return over 3 years
• +5 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered core, major and minor.

• Gay-Lussac GestioncoreImplementation/ SI/ Consulting Partner · 2 December 2024Dôm Finance launched its first FCPE (employee savings fund) - Dôm Performance Epargne - in December 2024, with Gay-Lussac Gestion selected to manage the fund. This partnership enables Dôm Finance to offer employee savings and retirement products.
• Groupe BurruscoreStrategic or Co-development PartnerDôm Finance is part of the Burrus Group. The partnership allows Dôm Finance to secure and focus on its core asset management business by surrounding itself with first-tier partners. The group provides operational infrastructure and synergies, with all Burrus Group entities consolidated in a single building at 1 rue des Italiens, Paris.
• AFI ESCAmajorChannel Partner/ Reseller/ DistributorAFI ESCA distributes Dôm Finance's guided management profiles (Mont-Fort, Mont-Blanc, Mont-Everest), making institutional-quality discretionary management available to individual investors through their insurance products.
• Cardif (BNP Paribas Cardif)majorChannel Partner/ Reseller/ DistributorCardif distributes Dôm Finance's guided management profiles (Mont-Fort, Mont-Blanc, Mont-Everest) through their insurance platform, providing access to institutional-quality management for individual investors.
• Philippe Hottinguer GestionminorStrategic or Co-development PartnerDôm Finance co-presented the launch of the Abacus Green Deal fund with Philippe Hottinguer Gestion at Hôtel de Crillon. The fund is SFDR Article 9 classified and open to institutional investors.
• Delta AMcoreStrategic or Co-development PartnerDôm Finance announced its union with Delta AM in June 2021, enabling the first closing of the France Economy Loan Fund. This merger brought together two entrepreneurial management companies to create a stronger combined entity.

Scale indicators2 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• Gay-Lussac Gestion: Paris-based independent and entrepreneurial asset management company offering French equities and diversified strategies to retail and institutional clients. Directly comparable as a small French independent société de gestion with shared distribution via CGPs and life insurance; Dôm already partners with Gay-Lussac for its FCPE.
• La Financière de l'Échiquier: Paris-based independent asset management firm focused on European and international equities, mixed allocation, and impact investing. Directly comparable to Dôm as a French entrepreneurial boutique serving both retail (via CGPs) and institutional clients with a similar multi-strategy fund range.
• Mandarine Gestion: Paris-based independent asset manager specializing in European equities, emerging markets, and ESG/sustainable investing. Comparable to Dôm as a French entrepreneurial boutique société de gestion distributing through wealth advisors with strong ESG positioning and Article 8/9 fund offerings.
• Amplegest: Paris-based independent asset management boutique focused on European equities and mixed allocation funds. Directly comparable to Dôm as a French entrepreneurial boutique société de gestion of similar scale, distributed through the same CGP channel to retail and institutional clients.
• Tocqueville Finance: French asset manager specializing in European small/mid-cap equities and thematic strategies, historically independent (now part of Lazard). Comparable to Dôm for its mid-cap and value-oriented strategies and French CGP distribution model.
• Federal Finance Gestion: French independent asset management company (subsidiary of Crédit Mutuel Arkéa) offering diversified funds distributed primarily through French banking networks. Comparable to Dôm for its OPCVM multi-strategy approach and similar French retail/institutional client base.
• Ecofi Investissements: Paris-based independent asset manager (Crédit Coopératif group) specialized in SRI/ESG funds, equities, and mixed allocation. Comparable to Dôm as a French société de gestion with strong ESG credentials, OPCVM offerings, and CGP distribution.

Broad incumbents

• OFI Asset Management: Major French asset manager (subsidiary of Groupama) offering a broad range of fixed income, equity, and ESG strategies. Comparable to Dôm across all asset classes but operates at significantly larger scale with broader institutional mandates and multi-channel distribution.
• Lazard Frères Gestion: Paris-based arm of global asset manager Lazard, offering European equity, fixed income, and diversified strategies to institutional and retail clients. Comparable to Dôm in product mix but operates at far larger scale and offers international cross-selling absent from Dôm's profile.
• CM-CIC Asset Management: Asset management arm of Crédit Mutuel group offering diversified OPCVMs distributed primarily through French banking networks. Comparable to Dôm for its multi-strategy fund range and French retail orientation, but operates at institutional scale with captive banking-channel distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/d-m-finance
• Xx.com/dom_finance
• Facebookfacebook.com/DomFinance

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dom Finance