MIROVA US

RIASEC RegisteredEst. 2019

Total AUM

$13.6B

Discretionary

$13.6B

100% of AUM

Avg account

$567M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 300152
Registered since: February 11, 2019
Website: www.mirova.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles93.78%
Investment Companies6.22%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mirova US is a limited liability company registered with the SEC in 2019 that manages investment mandates for institutional clients. The firm reports a mix of fee arrangements, including percentage-of-AUM and performance-based fees, and operates in capacities that include commodity pool operator/commodity trading adviser activities. Its advisory work covers portfolio management for investment companies and for pooled investment vehicles, and the firm identifies itself as an active ESG investor. Corporate ownership is a combination of a domestic entity and individuals. The firm’s regulatory and industry affiliations are broad and include affiliations or roles across broker-dealer activity, swap-dealer registration, futures commission merchant activity, banking or trust capabilities, insurance company connections, real estate brokerage, and sponsor/GP roles for pooled vehicles.