{"url":"https://nivawealth.com/firms/mirova-us-300152","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/300152","regulatoryAum":13616354795,"crd":"300152","secFileNumber":"801-114631","legalName":"Mirova US LLC","displayName":"Mirova US","website":"https://www.mirova.com/en","linkedinUrl":"https://www.linkedin.com/company/mirova-us","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"888 Boylston Street","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02199-8197"},"tradeNames":[],"registration":{"secApproved":"11 February 2019","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":64,"advisory":37,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":13616354795,"discretionaryAccounts":24,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":92,"nonAumClients":11},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":847309114},{"label":"Pooled investment vehicles","clients":23,"regulatoryAum":12769045681}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Mirova US does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Zineb Bennani","title":"Chief Executive Officer, Director","crd":"7509749"},{"name":"Paul-Marc Lachaud","title":"Chief Compliance Officer","crd":"6769832"},{"name":"Guillaume Abel","title":"Director","crd":"7680909"},{"name":"Lea Dunand-Chatellet","title":"Chairperson","crd":"8315421"},{"name":"Herve Guez","title":"Director","crd":"7509953"},{"name":"Jens Peers","title":"Chief Investment Officer, Director","crd":"6740174"},{"name":"Aude Rouyer","title":"Director","crd":"7509752"},{"name":"Jerome Urvoy","title":"Director","crd":"8240854"}],"ownership":[{"label":"Mirova US Holdings LLC","detail":"Shareholder, member in the 75% or more ownership band and a control person, since June 2022."},{"label":"Mirova","detail":"Indirect owner: a shareholder of Mirova US Holdings LLC in the 75% or more band and a control person, since December 2018.","parent":"Mirova US Holdings LLC"},{"label":"Natixis Investment Managers Participations 1","detail":"Indirect owner: a shareholder of Mirova in the 75% or more band and a control person, since December 2018.","parent":"Mirova"},{"label":"Natixis Investment Managers","detail":"Indirect owner: a shareholder of Natixis Investment Managers Participations 1 in the 75% or more band and a control person, since August 2004.","parent":"Natixis Investment Managers Participations 1"},{"label":"Natixis","detail":"Indirect owner: a shareholder of Natixis Investment Managers in the 75% or more band and a control person, since September 2011.","parent":"Natixis Investment Managers"},{"label":"Bpce","detail":"Indirect owner: a shareholder of Natixis Investment Managers Participations 1 in the 75% or more band and a control person, since July 2009.","parent":"Natixis Investment Managers Participations 1"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"888 Boylston Street","city":"Boston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"857-305-6333","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":"0","assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/300152/PDF/300152.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Mirova US have?","answer":"Mirova US has 24 clients and manages $13.6 billion for them, as of July 2026. They include 23 pooled investment vehicles and 1 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mirova US offer?","answer":"Mirova US provides portfolio management for investment companies, portfolio management for pooled vehicles and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Mirova US have?","answer":"Mirova US has 0 investment adviser representatives registered with state securities authorities, out of 64 employees, and 37 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mirova US?","answer":"Mirova US is owned through a chain of holding companies by Natixis and Bpce. Its direct owner is Mirova US Holdings LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mirova US get paid?","answer":"Mirova US 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/mirova-us-300152/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1802900/000117266126003465/0001172661-26-003465-index.html","totalValue":9300232966,"positionCount":45,"top10Share":0.48907160332740424,"top10":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":862325672,"shares":4309689,"shareType":"SH","priorValue":881731346,"priorShares":5055799},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":543050578,"shares":1137112,"shareType":"SH","priorValue":433099823,"priorShares":1281550},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}