Asset manager · Boston, MA
Loomis, Sayles & Company, L.P.
SEC-registered investment adviser · CRD 105377 · SEC 801-170
At a glance
Loomis, Sayles & Company, L.P. is an SEC-registered investment adviser based in Boston, Massachusetts, with $386.9 billion in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is investment companies, and it reports 22,662 individual clients. By Form ADV it is a asset manager, ranked 43rd of 3,218 asset managers and 66th of 17,210 SEC-registered advisers by assets.
Main office 617-482-2450loomissayles.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $387B
- Rank among asset managers
- #43 of 3,218
- Rank among all SEC RIAs
- #66 of 17,210
- Rank in Massachusetts
- #8 of 627
- Individual clients
- 22,662
- High-net-worth clients
- 22,662
- Accounts
- 24,675
- Discretionary
- 92% of AUM
- Employees
- 728
- Advisory staff
- 728
- Offices
- 7
Owners and executives on its Form ADV
- Kevin P. CharlestonPresident and Chief Executive Officer of Registrant, Director and Chairman of General Partner
- Daniel J. FussDirector of General Partner
- John R. GidmanDirector of General Partner
- Donald P. RyanChief Compliance Officer of Registrant
- David L. WaldmanDirector of General Partner
- David L. GiuntaDirector of General Partner
- Aziz V. HamzaogullariDirector of General Partner
- Matthew J. EaganDirector of General Partner
- Richard G. RaczkowskiDirector of General Partner
- Maurice P. LegerDirector of General Partner
- Susan L. SiekerDirector of General Partner and Chief Financial Officer of Registrant
- Rebecca O. RadfordChief Legal Officer of Registrant and Director of General Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Loomis, Sayles & Company, L.P. is a hybrid RIA: 93 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Loomis Sayles Distributors, L.P., Natixis Distribution, LLC, Natixis Investment Managers International and Natixis Investment Managers Japan Co., LTD..
- Loomis Sayles Distributors, L.P. ↗CRD 41795
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Natixis Distribution, LLC ↗CRD 34754
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- Natixis Investment Managers International
- Natixis Investment Managers Japan Co., LTD.
Its Form ADV brochure (filed July 2026) names Loomis Sayles Distributors as the broker-dealer its advisers are registered with.
Certain Loomis Sayles employees are “registered representatives” of LSD.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 67 | $104B | 27% |
| Pension and profit sharing plans | 385 | $68B | 18% |
| Pooled investment vehicles | 115 | $59B | 15% |
| State or municipal government entities | 171 | $46B | 12% |
| Other | 68 | $31B | 8% |
| Corporations or other businesses | 672 | $23B | 6% |
| Sovereign wealth funds and foreign official institutions | 9 | $20B | 5% |
| Insurance companies | 230 | $20B | 5% |
| High-net-worth individuals | 22,662 | $13B | 3% |
| Charitable organizations | 293 | $2.2B | <1% |
| Other investment advisers | 3 | $102M | <1% |
Private funds
Loomis, Sayles & Company, L.P. reports 5 private funds with $2.7B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Loomis, Sayles & Company, L.P. answers yes to 3 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 individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗loomissayles.com ↗
AtlasMembers
The full record on Loomis, Sayles & Company, L.P.
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 93 peers of its type and size
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- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Loomis, Sayles & Company, L.P. manage?
Loomis, Sayles & Company, L.P. reports $386.9 billion in regulatory assets under management across 24,675 accounts, 92% of it on a discretionary basis, on its Form ADV filed July 1, 2026.
What kind of firm is Loomis, Sayles & Company, L.P.?
Loomis, Sayles & Company, L.P. 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 Loomis, Sayles & Company, L.P.’s clients?
By assets, its largest client types are investment companies ($103.9 billion, 67 clients); pension and profit sharing plans ($68.0 billion, 385 clients); pooled investment vehicles ($58.9 billion, 115 clients).
Does Loomis, Sayles & Company, L.P. manage private funds?
Yes. It reports 5 private funds with $2.7 billion in gross assets, including hedge funds, other private funds.
Does Loomis, Sayles & Company, L.P. have any disciplinary history?
Loomis, Sayles & Company, L.P. answers yes to 3 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 Loomis, Sayles & Company, L.P.’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 (2026-07-01), 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 →