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LOOMIS, SAYLES & COMPANY, L.P.
CRD 105377File 801-170
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.88B
Top 10% of cohort (national)
Discretionary AUM
$355.77B
Non-discretionary $31.12B
Clients
24,607
24,675 accounts
Employees
728
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 2, 1977
- Principal office
- ONE FINANCIAL CENTER, BOSTON, MA, 02111-2621
- Phone
- 617-482-2450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.88B
- Discretionary AUM
- $355.77B
- Non-discretionary AUM
- $31.12B
- Discretionary accounts
- 24,615
- Non-discretionary accounts
- 60
- Total accounts
- 24,675
- AUM per client
- $15.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 672 | $23.13B |
| Non-U.S. persons | 9 | $20.47B |
| Insurance companies | 230 | $20.41B |
| Investment companies | 67 | $103.92B |
| Charitable organizations | 293 | $2.22B |
| Other investment advisers | 3 | $102.3M |
| High net worth individuals | 22,662 | $12.82B |
| Pooled investment vehicles | 115 | $58.91B |
| Pension and profit sharing plans | 385 | $68.00B |
| State or municipal government entities | 171 | $45.62B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — MINIMUM ANNUAL FEE AND/OR MINIMUM ACCOUNT SIZE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11A1
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 24675 | 24607 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.