Natixis Advisors, LLC

RIASEC RegisteredEst. 1995
Total AUM
$109B
Discretionary
$109B
100% of AUM
Avg account
$940K
Accounts
115,562
Employees
412
Advisory reps
67

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 66%, Public Funds/Mutual Funds 19%, Non-Exchange Traded Equities 5%, State & Local Bonds 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds19%
  • Non-Exchange Traded Equities5%
  • State & Local Bonds4%
  • US Government Bonds2%

Owners & executives

3 of 3
  • Beatriz Pinasmith

    Beatriz Pinasmith

    EVP & Chief Financial OfficerCRD 2220599

  • David Giunta

    David Giunta

    President and CEOCRD 2290469

  • Michael Yip

    Chief Investment OfficerCRD 7962785

Contacts

3 of 64
  • Vladislav Grigorov

    Vladislav Grigorov

    Portfolio AnalystCRD 6836471

  • Tyler Williams

    Tyler Williams

    Vice PresidentCRD 6955609

  • David Reilly

    David Reilly

    Vice President, Portfolio ConsultantCRD 2366011

Unlock 61 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 461

Active vs passive

$12.1B in ETFs

Passive

81%

$9.9B

Active

10%

$2.3B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$1.6B2,380,40613.46%
Unlock additional holdings →

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

Similar firms

MFS Institutional Advisors Inc.

RIA

Boston, MA

AUM $114BTEAM 1311REPS 61

Boston Partners

RIA

Boston, MA

AUM $116BTEAM 185REPS 10

Putnam Investment Management, LLC

RIA

Boston, MA

AUM $117BTEAM 139REPS 66

Bracebridge Capital, LLC

RIA

Boston, MA

AUM $100BTEAM 168REPS 5

Eaton Vance Management

RIA

Boston, MA

AUM $97BTEAM 219REPS 110

Bain Capital Private Equity, LP

RIA

Boston, MA

AUM $96.4BTEAM 919REPS 17
More RIAs in Boston →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth