Natixis Advisors, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 106800
- Registered since
- March 1, 1995
- Website
- www.im.natixis.com
- Custodians
- EDWARD JONES, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI66.78%
- Individuals22.84%
- Corporations / Businesses4.41%
- Investment Companies4.24%
- Other1.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Natixis Advisors, LLC is a Delaware limited liability company that has been registered with the SEC since 1995. The firm serves both individual and institutional clients and offers fee structures that include a percentage of assets under management, fixed fees and other arrangements. Its advisory services span discretionary portfolio management for individuals, small businesses, investment companies and institutions, plus selection of other advisers. The firm also lists CPO/CTA activities among its business lines and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds19%
- Non-Exchange Traded Equities5%
- State & Local Bonds4%
- US Government Bonds2%
Owners & executives
3 of 3
David Giunta
President and CEOCRD 2290469
Beatriz Pinasmith
EVP & Chief Financial OfficerCRD 2220599
Michael Yip
Chief Investment OfficerCRD 7962785
Contacts
3 of 65
Kelsey Slonieski
Managing Regional DirectorCRD 5719268
Felipe Ayala
Sr. DirectorCRD 5829136
Brenden Hagner
Financial Solutions AdvisorCRD 5868914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 886Active vs passive
$24.2B in ETFs
82%
$19.7B
10%
$4.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.6B | 2,380,406 | 6.75% |
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
- 888 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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