Mirova US

RIASEC Registered
Total AUM
$13.6B
Discretionary
$13.6B
100% of AUM
Avg account
$567M
Accounts
24
Employees
64
Advisory reps
8

Firm details

Headquarters
Boston, Massachusetts
CRD number
300152
Registered since
February 11, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles93.78%
  • Investment Companies6.22%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mirova US operates as an LLC and is registered with the SEC (registration year 2019). The firm is structured as an institutional registered investment adviser serving institutional clients and runs portfolio management for both investment companies and pooled investment vehicles. It identifies as an active ESG investor and engages in business activities that include CPO/CTA functions. Fee arrangements include percentage-of-AUM pricing plus performance-based and other fee structures, consistent with managing pooled vehicles and customized institutional mandates. The firm reports a range of industry affiliations that extend beyond traditional advisory roles, including relationships with broker-dealers, futures commission merchants, trust and banking entities, insurance companies, real estate brokers, and sponsors or general partners of pooled vehicles.

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

Owners & executives

3 of 4
  • Paul-marc Lachaud

    Paul-marc Lachaud

    Chief Compliance OfficerCRD 6769832

  • Jens Peers

    Jens Peers

    CIOCRD 6740174

  • Guillaume Abel

    Guillaume Abel

    Deputy CEOCRD 7680909

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Contacts

3 of 4
  • Aude Rouyer

    Aude Rouyer

    DirectorCRD 7509752

  • Herve Guez

    Herve Guez

    Global HeadCRD 7509953

  • Jerome Urvoy

    DirectorCRD 8240854

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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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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
888 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth