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 operating as an institutional registered investment adviser and capital allocator focused on institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for businesses and institutions and the selection of other advisers among its core advisory activities. It identifies as an active ESG investor. Industry affiliations include relationships with broker-dealers, other investment advisers and banking or thrift institutions, which suggests it operates inside a broader financial ecosystem and uses third-party partners for distribution, custody or advisory services.
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 2
John 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 50Active vs passive
$547M in ETFs
90%
$493M
10%
$53.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $85.9M | 114,966 | 15.70% |
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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