Loomis, Sayles & Company, L.P.

Overview

Loomis, Sayles & Company, L.P. is a limited partnership that has been SEC-registered since 1977 and operates as a fund sponsor and manager across both retail and institutional channels. The firm is classified in the source material as a hedge fund and other fund provider; it also conducts a broad set of advisory activities including portfolio management for individuals, pooled vehicles, investment companies and institutions. Fee arrangements reported include percentage-of-AUM and performance-based structures, and the firm is identified as an active ESG investor. Its business mix extends beyond traditional advisory work: the firm is described as engaging in commodity pool operator/commodity trading advisor activity and acting as a financial product salesperson. It also maintains a variety of industry affiliations — including broker-dealer, trustee/insurance/banking relationships and sponsorship roles for pooled investment vehicles — which points to a multi-faceted operating model that combines asset management, product sponsorship and distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives