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Director of General Partner · Loomis, Sayles & Company, L.P.

David L. Waldman

CRD 1727460 · Named on Form ADV at one SEC-registered adviser

At a glance

Loomis, Sayles & Company, L.P., an SEC-registered asset manager based in Boston, MA with $386.9 billion in regulatory assets, lists David L. Waldman on its Form ADV as Director of General Partner, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

  • Kevin P. CharlestonPresident and Chief Executive Officer of Registrant, Director and Chairman of General Partner, Loomis, Sayles & Company, L.P.
  • Daniel J. FussDirector of General Partner, Loomis, Sayles & Company, L.P.
  • John R. GidmanDirector of General Partner, Loomis, Sayles & Company, L.P.
  • Donald P. RyanChief Compliance Officer of Registrant, Loomis, Sayles & Company, L.P.
  • David L. GiuntaDirector of General Partner, Loomis, Sayles & Company, L.P.

8 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.