Mirova US

Overview

Mirova US is organized as a limited liability company and is registered with the SEC (registration year 2019). It operates as an institutional RIA that primarily serves institutional clients through discretionary portfolio management for investment companies and pooled investment vehicles. The firm is active on ESG matters and integrates sustainable investing into its activity mix. Its documented business activities include functioning as a CPO or CTA, and its ownership is listed as a mix of a domestic entity and an individual. Fees are charged as a percentage of AUM and can include performance-based components and other arrangements. The firm maintains a wide set of industry affiliations, including broker-dealer relationships, registered security-based swap dealer status, futures commission merchant links, trust company and insurance company connections, real estate brokerage capability, and roles as sponsor or managing member of pooled investment vehicles. Those affiliations support a range of execution, derivatives, and pooled-vehicle sponsorship activities consistent with its advisory scope.

Assets & Accounts

Public Holdings

Investments & Alternatives