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LOOMIS, SAYLES & COMPANY, L.P.
CRD 105377 · SEC 801-170
ONE FINANCIAL CENTER, BOSTON, MA, 02111-2621, United States
Phone
617-482-2450
Fax
617-357-6158
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.88B
Discretionary AUM
$355.77B
Team
728 total employees; 728 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)NON-DISCRETIONARY INVESTMENT ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22662 | $12.82B |
| Investment companies | 67 | $103.92B |
| Pooled investment vehicles | 115 | $58.91B |
| Pension/profit sharing plans | 385 | $68.00B |
| Charitable organizations | 293 | $2.22B |
| State/municipal entities | 171 | $45.62B |
| Other investment advisers | 3 | $102.3M |
| Insurance companies | 230 | $20.41B |
| Sovereign wealth funds | 9 | $20.47B |
| Corporations/business entities | 672 | $23.13B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD