← Directory
LOOMIS, SAYLES & COMPANY, L.P.
CRD 105377File 801-170
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.LOOMISSAYLES.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 24,675 | 24,607 | decreased by68 |
| Apr 1, 2026 | Employees | 729 | 728 | decreased by1 |
| Apr 1, 2026 | Clients | 22,232 | 24,675 | increased by2,443 |
| Apr 1, 2026 | AUM | $350,888,326,513 | $386,881,827,641 | increased by$35,993,501,128 |
| Apr 1, 2026 | Accounts | 22,232 | 24,675 | increased by2,443 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 702 | 729 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21,356 | 22,232 | increased by876 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $329,969,162,140 | $350,888,326,513 | increased by$20,919,164,373 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21,356 | 22,232 | increased by876 |
| Apr 1, 2022 | Employees | 692 | 702 | increased by10 |
| Apr 1, 2022 | Clients | 18,258 | 21,356 | increased by3,098 |
| Apr 1, 2022 | AUM | $319,356,407,700 | $329,969,162,140 | increased by$10,612,754,440 |
| Apr 1, 2022 | Accounts | 18,258 | 21,356 | increased by3,098 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOOMIS SAYLES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOOMIS SAYLES” may also match similarly-named firms). Confirm identity against each filing.
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.