Amundi US
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 334151
- Registered since
- January 24, 2025
- Custodians
- U.S. BANK, N.A., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Amundi US is organized as an LLC and operates as an institutional registered investment adviser focused on managing assets for institutional clients. The firm reports a percentage-of-AUM fee model and identifies itself as a capital allocator that provides portfolio management for businesses or institutions and selects other advisers as part of its advisory services. It also describes itself as an active ESG investor. Regulatory and business details indicate SEC registration (2025) and ownership that includes domestic entities and individuals. The firm lists industry affiliations with a broker-dealer, other investment adviser entities, and a banking or thrift institution, which may reflect operating or distribution relationships tied to its institutional work. It is not a multi-state adviser, a pension consultant, nor marked as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds82%
- US Government Bonds16%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
John Malone
Managing Director, COO/CCOCRD 2314031
Yuri Oberle
CFOCRD 7205850
Contacts
1 of 1Frederic Barthelemy
Registered RepresentativeCRD 7437751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$547M in ETFs
90%
$493M
10%
$53.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $85.9M | 114,966 | 15.70% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 28 State St
- Time zone
- ET (UTC-5)
- Office locations
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