CPR Asset Management has recently filed a notice indicating its merger with BFT Investment Managers, effective October 1, 2025. This strategic move aims to consolidate resources and enhance their competitive edge in the asset management sector.
The filing, submitted on November 6, 2026, reveals that CPR Asset Management will continue to operate under its name following the merger. This consolidation reflects a broader trend in the industry, where firms are increasingly joining forces to strengthen their market positions and improve operational efficiencies.
CPR Asset Management, based in Paris, is recognized for its asset management services. The company has been active in filing various reports with the SEC, including recent notices and updates about its operations.
According to the filing, "CPR Asset Management (13F number 028-11415) and BFT Investment Managers (13F number 028-12915) merged 1 October 2025. The new entity will retain the CPR Asset Management name." This merger is expected to impact how both companies operate moving forward.
The filing does not say what happens next, leaving stakeholders and industry observers anticipating further announcements regarding the merged entity's strategic direction.
Details of the Filing
The filing is categorized as a 13F-NT, which indicates that it is a notice of a change in the investment manager's status. The effective date of the merger was stated as October 1, 2025, and the filing was submitted on November 6, 2026, covering the period of September 30, 2026.
CPR Asset Management, which operates under the SEC file number 028-11415, has indicated that it will no longer report positions for BFT Investment Managers (SEC file number 028-12915) in its future filings. This change reflects the consolidation of the two firms into a single entity.
Management and Compliance
The filing was signed by John Malone, who serves as the Chief Compliance Officer and holds a power of attorney for the firm. His contact information, including a phone number based in Boston, is provided in the filing, indicating a commitment to transparency and regulatory compliance.
"As such in the 13F Q4_2025 filings, we will no longer have any positions for and no notice filing will be made for 13F filer number 028-12915."
While the filing provides essential details regarding the merger and the operational changes that will follow, it does not include specific information about the strategic plans or investment strategies that the merged entity will pursue going forward.
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