AMUNDI US
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 334151
- Registered since
- January 24, 2025
- Custodians
- U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Amundi US is organized as a limited liability company and reports an institutional client base. The firm is registered with the SEC (registered in 2025) and describes itself as a capital allocator that charges fees as a percentage of assets under management. Its advisory activities center on portfolio management for businesses and institutions and on selecting other advisers. Amundi US identifies as an active ESG investor and lists affiliations with broker-dealers, other investment advisers, and banking or thrift institutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds82%
- US Government Bonds16%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2John Malone
Managing Director, COO/CCOCRD 2314031
YURI OBERLE
CFOCRD 7205850
Contacts
1 of 1FREDERIC BARTHELEMY
Registered RepresentativeCRD 7437751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$511M in ETFs
94%
$481M
6%
$29.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $81.9M | 126,010 | 16.05% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 28 State St
- Time zone
- ET (UTC-5)
- Office locations
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