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NATIXIS ADVISORS, LLC
CRD 106800File 801-48408
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$108.65B
Top 10% of cohort (national)
Discretionary AUM
$108.65B
Clients
114,882
115,562 accounts
Employees
412
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 1, 1995
- Principal office
- 888 BOYLSTON STREET, SUITE 800, BOSTON, MA, 02199
- Phone
- 617-449-2802
- Website
- HTTPS://WWW.IM.NATIXIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.65B
- Discretionary AUM
- $108.65B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 115,562
- Non-discretionary accounts
- 0
- Total accounts
- 115,562
- AUM per client
- $946K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,952 | $4.79B |
| Insurance companies | 1 | $108K |
| Investment companies | 9 | $4.61B |
| Charitable organizations | 219 | $566.8M |
| High net worth individuals | 54,818 | $72.56B |
| Pension and profit sharing plans | 170 | $203.4M |
| Individuals (other than high net worth individuals) | 57,713 | $24.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF WRAP SPONSOR FEES.
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A1
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 115,562 | 114,882 | decreased by680 |
| Apr 1, 2026 | Employees | 426 | 412 | decreased by14 |
| Apr 1, 2026 | Clients | 85,258 | 115,562 | increased by30,304 |
| Apr 1, 2026 | AUM | $85,230,726,459 | $108,654,613,620 | increased by$23,423,887,161 |
| Apr 1, 2026 | Accounts | 85,258 | 115,562 | increased by30,304 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 411 | 426 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38,115 | 85,258 | increased by47,143 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $46,512,243,345 | $85,230,726,459 | increased by$38,718,483,114 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38,333 | 85,258 | increased by46,925 |
| Apr 1, 2022 | Employees | 443 | 411 | decreased by32 |
| Apr 1, 2022 | Clients | 30,985 | 38,115 | increased by7,130 |
| Apr 1, 2022 | AUM | $35,068,863,036 | $46,512,243,345 | increased by$11,443,380,309 |
| Apr 1, 2022 | Accounts | 30,985 | 38,333 | increased by7,348 |
| 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 “NATIXIS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NATIXIS ADVISORS” 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.