Asset manager · Boston, MA
Amundi US
Amundi US Investment Advisors LLC · SEC-registered investment adviser · CRD 334151 · SEC 801-131764
At a glance
Amundi US is an SEC-registered investment adviser based in Boston, Massachusetts, with $1.1 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is corporations or other businesses. By Form ADV it is a asset manager, ranked 1,299th of 3,218 asset managers and 5,008th of 17,210 SEC-registered advisers by assets.
Main office 617-885-0250As filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among asset managers
- #1,299 of 3,218
- Rank among all SEC RIAs
- #5,008 of 17,210
- Rank in Massachusetts
- #278 of 627
- Clients
- 3
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 32
- Advisory staff
- 17
- Offices
- 3
Owners and executives on its Form ADV
Custody and brokerage
Broker-dealer
Hybrid RIA
Amundi US is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Amundi Intermediation and Amundi Singapore Limited.
- Amundi Intermediation
- Amundi Singapore Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 2 | $1.1B | 100% |
| Other investment advisers | 1 | $0M | 0% |
Disciplinary disclosures
Amundi US answers yes to 11 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Amundi US
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 987 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Amundi US manage?
Amundi US reports $1.1 billion in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Amundi US?
Amundi US is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Amundi US’s clients?
By assets, its largest client types are corporations or other businesses ($1.1 billion, 2 clients); other investment advisers ($0, 1 clients).
Does Amundi US have any disciplinary history?
Amundi US answers yes to 11 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Amundi US’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →