Natixis Advisors, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 106800
- Registered since
- March 1, 1995
- Website
- www.im.natixis.com
- Custodians
- EDWARD JONES
- 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 an SEC-registered investment adviser (registered in 1995) structured as a limited liability company that serves both individual/family and institutional clients. The firm provides a range of portfolio management services — for individuals and small businesses, for investment companies, and for institutional clients — and also performs third-party manager selection. Its fee arrangements include percentage-of-AUM, fixed fees, and other fee structures. Natixis reports activity as a CPO/CTA, maintains broad industry relationships (including broker-dealer, trust company, banking and insurance affiliations), 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 Equities68%
- Public Funds/Mutual Funds19%
- Non-Exchange Traded Equities4%
- State & Local Bonds4%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
David Giunta
President and CEOCRD 2290469
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 460Active vs passive
$12.1B in ETFs
81%
$9.9B
10%
$2.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.6B | 2,380,406 | 13.47% |
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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