Loomis, Sayles & Company, L.P.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 105377
- Registered since
- June 2, 1977
- Website
- www.loomissayles.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Investment Companies26.86%
- Pension & Profit Sharing Plans17.58%
- Pooled Investment Vehicles15.23%
- State / Municipal Government11.79%
- Other8.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Loomis, Sayles & Company, L.P. is organized as a limited partnership and has been SEC-registered since 1977. The firm functions as both a manager and a fund sponsor—its classification in the snapshot combines hedge fund activity with other fund provision—and it offers portfolio management across individual, pooled vehicle, investment company, and institutional mandates. Its client mix includes both individual and family clients and institutional investors. Loomis, Sayles charges a mix of asset-based fees and performance-linked fees and also engages in commodity or futures-related business lines (CPO/CTA) and other financial product distribution. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Bonds40%
- Exchange Traded Equities20%
- US Government Bonds17%
- Other7%
- Private Funds5%
Owners & executives
3 of 6
Susan Sieker
Chief Financial OfficerCRD 6550426
John Gidman
Chief Operating OfficerCRD 4426826
David Waldman
CIOCRD 1727460
Contacts
3 of 28Jeremiah Boyd
Product SpecialistCRD 5103299
Richard Raczkowski
Portfolio ManagerCRD 4613599
Clifton Rowe
Portfolio ManagerCRD 4613602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$496M in ETFs
40%
$199M
59%
$298M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR) | Active | Large Growth | $295M | 7,487,001 | 59.41% |
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
- 1 Financial Ctr
- Time zone
- ET (UTC-5)
- Office locations
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