Services and clients
Loomis, Sayles & Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
The firm advises 5 private funds.
Clients
Loomis, Sayles & Company reports 24,675 clients. They include 22,662 high-net-worth individuals, 672 corporations and other businesses, and 385 pension and profit-sharing plans.
AUM per wealth client averages the assets reported for individuals and high-net-worth individuals over their reported client counts. It excludes institutional clients.
- High-net-worth individuals22,662 clients$12.82B in assets
- Investment companies67 clients$103.92B in assets
- Pooled investment vehicles115 clients$58.91B in assets
- Pension and profit-sharing plans385 clients$68.00B in assets
- Charitable organizations293 clients$2.22B in assets
- Other client types1,153 clients$141.02B in assetsState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses; Other
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 22,662 | $12,819,212,816 | 3.3% | $566K |
| Investment companies | 67 | $103,916,901,833 | 26.9% | $1.55B |
| Pooled investment vehicles | 115 | $58,908,194,633 | 15.2% | $512.2M |
| Pension and profit-sharing plans | 385 | $67,998,677,503 | 17.6% | $176.6M |
| Charitable organizations | 293 | $2,222,381,254 | 0.6% | $7.58M |
| State or municipal government entities | 171 | $45,621,376,736 | 11.8% | $266.8M |
| Other investment advisers | 3 | $102,259,934 | 0.0% | $34.1M |
| Insurance companies | 230 | $20,406,520,222 | 5.3% | $88.7M |
| Sovereign wealth funds and foreign official institutions | 9 | $20,467,372,081 | 5.3% | $2.27B |
| Corporations and other businesses | 672 | $23,132,948,963 | 6.0% | $34.4M |
| Other | 68 | $31,285,981,666 | 8.1% | $460.1M |
| Total | 24,675 | $386,881,827,641 | 100% | $15.7M |
- Clients
- 22,662
- Regulatory AUM
- $12,819,212,816
- AUM share
- 3.3%
- Avg. per client
- $566K
- Clients
- 67
- Regulatory AUM
- $103,916,901,833
- AUM share
- 26.9%
- Avg. per client
- $1.55B
- Clients
- 115
- Regulatory AUM
- $58,908,194,633
- AUM share
- 15.2%
- Avg. per client
- $512.2M
- Clients
- 385
- Regulatory AUM
- $67,998,677,503
- AUM share
- 17.6%
- Avg. per client
- $176.6M
- Clients
- 293
- Regulatory AUM
- $2,222,381,254
- AUM share
- 0.6%
- Avg. per client
- $7.58M
- Clients
- 171
- Regulatory AUM
- $45,621,376,736
- AUM share
- 11.8%
- Avg. per client
- $266.8M
- Clients
- 3
- Regulatory AUM
- $102,259,934
- AUM share
- 0.0%
- Avg. per client
- $34.1M
- Clients
- 230
- Regulatory AUM
- $20,406,520,222
- AUM share
- 5.3%
- Avg. per client
- $88.7M
- Clients
- 9
- Regulatory AUM
- $20,467,372,081
- AUM share
- 5.3%
- Avg. per client
- $2.27B
- Clients
- 672
- Regulatory AUM
- $23,132,948,963
- AUM share
- 6.0%
- Avg. per client
- $34.4M
- Clients
- 68
- Regulatory AUM
- $31,285,981,666
- AUM share
- 8.1%
- Avg. per client
- $460.1M
Total
- Clients
- 24,675
- Regulatory AUM
- $386,881,827,641
- AUM share
- 100%
- Avg. per client
- $15.7M
92.0% of assets ($355.77B across 24,615 accounts) are managed with discretion; $31.12B across 60 accounts are not. $31.12B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S.
Additional activity details
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Fees and minimums
Loomis, Sayles & Company is paid through a percentage of assets under management, performance-based fees and other.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
Natixis Investment Managers, LLC owns 75% or more of Loomis, Sayles & Company, and Kevin Charleston is its CEO.
- Owns 75% or more of Loomis, Sayles & Company, L.P.
Natixis Investment Managers, LLC
Control person · since December 1997
- Owns 75% or more of Natixis Investment Managers, LLC
Natixis Investment Managers Participations 1
Control person · since June 2005
- Owns 75% or more of Natixis Investment Managers Participations 1
Natixis Investment Managers
Control person · since August 2004
- Owns 75% or more of Natixis Investment Managers
Natixis
Control person · since September 2011
- Owns 75% or more of Natixis
Bpce
Control person · since July 2009
Staff
- 728 employees
- 728 in advisory functions
- 15 state-registered reps
- 93 broker-dealer reps
- 20 soliciting firms
Investments and reported holdings
What the accounts hold
- Stocks20%
- Funds6%
- Pooled vehicles5%
- Registered funds1%
- Bonds65%
- Investment grade corporate bonds40%
- U.S. government and agency bonds17%
- High-yield corporate bonds4%
- Sovereign bonds3%
- State and local bonds1%
- Cash2%
- Other7%
- Bank loans, securitized assets7%
Custodians
Loomis, Sayles & Company’s named custodians for separately managed accounts include The Bank of New York Mellon ($55,634,946,777), and The Northern Trust ($45,823,408,552). Loomis, Sayles & Company has custody of $676.9M for 1 clients.
- The Bank of New York MellonNew York, NY
- $55,634,946,777
- The Northern Trust CompanyChicago, IL
- $45,823,408,552
- State Street Bank and Trust CompanyBoston, MA
- $31,399,271,066
Offices and registration details
Besides its headquarters, Loomis, Sayles & Company has 6 offices, with 7 listed addresses across 7 states.
California · 1 listed address
- 4 Orinda Way, Orinda
Illinois · 1 listed address
- 18w140 Butterfield Road, Oakbrook Terrace
Maryland · 1 listed address
- 9841 Washingtonian Boulevard, Gaithersburg
Massachusetts · 1 listed address
- One Financial Center, BostonHQ
Michigan · 1 listed address
- 39533 Woodward Avenue, Bloomfield Hills
Minnesota · 1 listed address
- 800 Washington Avenue, Minneapolis
Virginia · 1 listed address
- 7333 Goose Creed Road, Marshall
Registration details
- Legal name
- Loomis, Sayles & Company, L.P.
- Headquarters
- One Financial Center, Boston, MA 02111-2621
- @loomis-sayles-&-company
- SEC file
- 801-170
- Structure
- Delaware limited partnership
- Fiscal year end
- December
- State notice filings
- 52 jurisdictions, most recently 31 March 2018
Notice filing jurisdictions
- Alabama
- Notice Filed · 23 July 1997
- Alaska
- Notice Filed · 9 July 1997
- Arizona
- Notice Filed · 1 January 1998
- Arkansas
- Notice Filed · 22 July 1997
- California
- Notice Filed · 6 December 1993
- Colorado
- Notice Filed · 1 February 1999
- Connecticut
- Notice Filed · 11 August 1997
- Delaware
- Notice Filed · 14 August 2003
- District of Columbia
- Notice Filed · 28 January 1994
- Florida
- Notice Filed · 23 December 1952
- Georgia
- Notice Filed · 17 July 1997
- Hawaii
- Notice Filed · 25 August 1997
- Idaho
- Notice Filed · 8 July 1997
- Illinois
- Notice Filed · 2 April 1971
- Indiana
- Notice Filed · 7 February 2001
- Iowa
- Notice Filed · 1 January 1999
- Kansas
- Notice Filed · 12 September 1988
- Kentucky
- Notice Filed · 8 July 1997
- Louisiana
- Notice Filed · 11 October 2001
- Maine
- Notice Filed · 8 July 1997
- Maryland
- Notice Filed · 1 January 1991
- Massachusetts
- Notice Filed · 20 November 2002
- Michigan
- Notice Filed · 3 April 1998
- Minnesota
- Notice Filed · 6 April 1971
- Mississippi
- Notice Filed · 8 July 1997
- Missouri
- Notice Filed · 8 July 1997
- Montana
- Notice Filed · 25 July 1997
- Nebraska
- Notice Filed · 21 March 1997
- Nevada
- Notice Filed · 9 February 1994
- New Hampshire
- Notice Filed · 1 March 1978
- New Jersey
- Notice Filed · 26 August 1971
- New Mexico
- Notice Filed · 29 March 1996
- New York
- Notice Filed · 15 September 1993
- North Carolina
- Notice Filed · 16 January 2001
- North Dakota
- Notice Filed · 18 January 2000
- Ohio
- Notice Filed · 24 February 2000
- Oklahoma
- Notice Filed · 1 January 1998
- Oregon
- Notice Filed · 14 May 1971
- Pennsylvania
- Notice Filed · 12 May 1994
- Puerto Rico
- Notice Filed · 28 August 2001
- Rhode Island
- Notice Filed · 16 July 1997
- South Carolina
- Notice Filed · 1 January 1973
- South Dakota
- Notice Filed · 21 July 1997
- Tennessee
- Notice Filed · 23 July 1997
- Texas
- Notice Filed · 3 January 1994
- Utah
- Notice Filed · 8 July 1997
- Vermont
- Notice Filed · 21 October 1994
- Virginia
- Notice Filed · 4 October 1993
- Washington
- Notice Filed · 10 March 1972
- West Virginia
- Notice Filed · 8 July 1997
- Wisconsin
- Notice Filed · 1 January 1956
- Wyoming
- Notice Filed · 31 March 2018
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Loomis, Sayles & Company have?
Loomis, Sayles & Company has 24,675 clients and manages $386.9 billion for them, as of July 2026. They include 22,662 high-net-worth individuals, 672 corporations and other businesses, and 385 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Loomis, Sayles & Company offer?
Loomis, Sayles & Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Loomis, Sayles & Company use?
Loomis, Sayles & Company’s separately managed account assets are held at The Bank of New York Mellon (New York, NY), with $55,634,946,777, The Northern Trust Company (Chicago, IL), with $45,823,408,552 and State Street Bank and Trust Company (Boston, MA), with $31,399,271,066. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Loomis, Sayles & Company have?
Loomis, Sayles & Company has 15 investment adviser representatives registered with state securities authorities, out of 728 employees, and 728 perform investment advisory functions. 93 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Loomis, Sayles & Company invest in?
At the end of its last fiscal year, Loomis, Sayles & Company’s separately managed accounts held 40% investment grade corporate bonds, 20% exchange-traded equities, 17% U.S. government and agency bonds, 7% other, 5% pooled vehicles (private funds and similar), 4% high-yield corporate bonds, 3% sovereign bonds, 2% cash and equivalents, 1% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs). The 7% other category is described as: Bank Loans, Securitized Assets. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Loomis, Sayles & Company?
Loomis, Sayles & Company is owned through a chain of holding companies by Bpce. Its direct owner is Natixis Investment Managers, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Loomis, Sayles & Company get paid?
Loomis, Sayles & Company is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file