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AMUNDI US
Legal name: AMUNDI US INVESTMENT ADVISORS LLC
CRD 334151File 801-131764
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.13B
Clients
3
2 accounts
Employees
32
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 24, 2025
- Principal office
- 28 STATE STREET, 28TH FLOOR, BOSTON, MA, 02109
- Phone
- (617)-885-0250
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $377.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.13B |
| Other investment advisers | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for 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- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 32 | increased by5 |
| Apr 1, 2026 | Clients | 2 | 3 | increased by1 |
| Apr 1, 2026 | AUM | $3,789,471,855 | $1,132,473,403 | decreased by$2,656,998,452 |
| Apr 1, 2026 | Accounts | 3 | 2 | decreased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMUNDI US” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMUNDI US” 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.