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 LLC operates as an institutional registered investment adviser, registering with the SEC in 2025. The firm focuses on managing portfolios for institutional clients and on selecting outside advisers, positioning itself as a capital allocator that charges fees as a percentage of assets under management. Investment activity includes a clear fixed‑income orientation alongside active environmental, social, and governance (ESG) considerations. The firm maintains industry relationships across broker‑dealer, investment adviser, and banking channels, and reports allocating to third‑party managers when appropriate. Its advisory scope is concentrated on business and institutional mandates rather than retail households.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$559M in ETFs
91%
$507M
9%
$52.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $87.8M | 115,117 | 15.69% |
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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