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President and Chief Executive Officer of Registrant, Director and Chairman of General Partner · Loomis, Sayles & Company, L.P.

Kevin P. Charleston

CRD 4331804 · 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 Kevin P. Charleston on its Form ADV as President and Chief Executive Officer of Registrant, Director and Chairman of General Partner, a control person.

Firms and roles

  • Loomis, Sayles & Company, L.P.President and Chief Executive Officer of Registrant, Director and Chairman of General PartnerAsset manager · Boston, MA · $387B in regulatory assets

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Kevin’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
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When each role began
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Colleagues named on the same filings (13)

  • 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. WaldmanDirector of General Partner, Loomis, Sayles & Company, L.P.
  • David L. GiuntaDirector of General Partner, Loomis, Sayles & Company, L.P.

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

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