LOOMIS, SAYLES & COMPANY, L.P.

RIASEC RegisteredEst. 1977
Total AUM
$387B
Discretionary
$356B
92% of AUM
Avg account
$15.7M
Accounts
24,675
Employees
728
Advisory reps
34

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
105377
Registered since
June 2, 1977
Website
www.loomissayles.com
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Investment Companies26.86%
  • Pension & Profit Sharing Plans17.58%
  • Pooled Investment Vehicles15.23%
  • State / Municipal Government11.79%
  • Other8.09%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Loomis, Sayles & Company, L.P. is a limited partnership that has operated as an SEC-registered adviser since 1977. The firm is classified in the data as a hedge fund and other fund provider that serves both individual/family and institutional clients. It provides portfolio management across individuals, pooled vehicles, investment companies and institutional accounts, and performs roles beyond traditional advisory work (including CPO/CTA activity and other financial product sales). Fee arrangements include percentage-of-AUM and performance-based fees. The firm is flagged as an active ESG investor and shows a clear orientation toward fixed-income strategies in its reported preferences.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 40%, Exchange Traded Equities 20%, US Government Bonds 17%, Other 7%, Private Funds 5%, Non-Investment Grade Corp Bonds 4%, Sovereign Bonds 3%, Cash & Cash Equivalents 2%, State & Local Bonds 1%, Public Funds/Mutual Funds 1%40%
  • Investment Grade Corp Bonds40%
  • Exchange Traded Equities20%
  • US Government Bonds17%
  • Other7%
  • Private Funds5%

Owners & executives

3 of 6

  • SUSAN SIEKER

    Chief Financial OfficerCRD 6550426

  • JOHN GIDMAN

    Chief Operating OfficerCRD 4426826

  • DAVID WALDMAN

    CIOCRD 1727460

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Contacts

3 of 28

  • JEREMIAH BOYD

    Product SpecialistCRD 5103299

  • RICHARD RACZKOWSKI

    Portfolio ManagerCRD 4613599

  • CLIFTON ROWE

    Portfolio ManagerCRD 4613602

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 47

Active vs passive

$496M in ETFs

Passive

40%

$199M

Active

59%

$298M

ETFProviderStyleCategoryValueShares% of portfolio
NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR)ActiveLarge Growth$295M7,487,00159.41%
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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
1 Financial Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth