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LOOMIS, SAYLES & COMPANY, L.P.
BOSTON, MA
617-482-2450
SEC #801-170Total AUM
$386.9B
Employees
728Clients
24,675Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE FINANCIAL CENTER
BOSTON
MA 02111-2621
United States
BOSTON
MA 02111-2621
United States
Operating Hours
8:45 A.M. TO 4:45 P.M.
Monday - Friday
Monday - Friday
Phone
617-482-2450
Other Offices
6
Financials
Total AUM
$386.9B
Accounts
24,675Discretionary
$355.8B
Accounts
24,615Non-Discretionary
$31.1B
Accounts
60
Clients
HNW Individual Clients
22,662AUM
$12.8B
Investment Company Clients
67AUM
$103.9B
Pooled Vehicle Clients
115AUM
$58.9B
Pension/Profit Sharing Plan Clients
385AUM
$68B
Charitable Organization Clients
293AUM
$2.2B
Government Entity Clients
171AUM
$45.6B
Investment Advisor Clients
3AUM
$102.3M
Insurance Company Clients
230AUM
$20.4B
Sovereign Wealth Fund Clients
9AUM
$20.5B
Corporation or Business Clients
672AUM
$23.1B
Other Clients
68AUM
$31.3B
Description of Other Clients
CLIENTS WHERE LOOMIS SAYLES POSSESSED INSUFFICIENT INFORMATION TO CLASSIFY
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
NON-DISCRETIONARY INVESTMENT ADVICE
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE
Compliance
Disclosures
Felony ConvictionSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.