Amundi US

RIASEC RegisteredEst. 2025
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$566M
Accounts
2
Employees
32
Advisory reps
3

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

FINTRX

Overview

Amundi US is organized as an LLC and operates as an institutional registered investment adviser focused on managing assets for institutional clients. The firm reports a percentage-of-AUM fee model and identifies itself as a capital allocator that provides portfolio management for businesses or institutions and selects other advisers as part of its advisory services. It also describes itself as an active ESG investor. Regulatory and business details indicate SEC registration (2025) and ownership that includes domestic entities and individuals. The firm lists industry affiliations with a broker-dealer, other investment adviser entities, and a banking or thrift institution, which may reflect operating or distribution relationships tied to its institutional work. It is not a multi-state adviser, a pension consultant, nor marked as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 82%, US Government Bonds 16%, Cash & Cash Equivalents 2%82%
  • Investment Grade Corp Bonds82%
  • US Government Bonds16%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • John Malone

    John Malone

    Managing Director, COO/CCOCRD 2314031

  • Yuri Oberle

    CFOCRD 7205850

Contacts

1 of 1
  • Frederic Barthelemy

    Registered RepresentativeCRD 7437751

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$547M in ETFs

Passive

90%

$493M

Active

10%

$53.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$85.9M114,96615.70%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth