Mirova US

RIASEC RegisteredEst. 2019
Total AUM
$13.6B
Discretionary
$13.6B
100% of AUM
Avg account
$567M
Accounts
24
Employees
64
Advisory reps
7

Firm details

Headquarters
Boston, Massachusetts
CRD number
300152
Registered since
February 11, 2019
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 that registered with the SEC in 2019 and focuses on institutional clients. The firm describes itself as an active ESG investor and conducts portfolio management for investment companies and pooled investment vehicles. Its business activities include operating as a commodity pool operator or commodity trading advisor (CPO/CTA), and its fee arrangements include percentage-of-AUM fees, performance-based fees and other fee structures. The firm is not classified as a multi-state adviser and is structured with domestic ownership. Mirova US maintains a broad set of industry affiliations that span broker-dealer relationships, registered security-based swap dealer activity, futures commission merchant functions, banking or thrift institution ties, trust company and insurance company links, and roles as a real estate broker and sponsor or general partner/managing member of pooled investment vehicles. Those affiliations suggest the firm participates across both public markets and private/structured investment channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Jens Peers

    Jens Peers

    CIOCRD 6740174

  • Guillaume Abel

    Guillaume Abel

    Deputy CEOCRD 7680909

  • Zineb Bennani

    Zineb Bennani

    Chief Executive OfficerCRD 7509749

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Contacts

3 of 3
  • Jerome Urvoy

    DirectorCRD 8240854

  • Herve Guez

    Herve Guez

    Global HeadCRD 7509953

  • Aude Rouyer

    Aude Rouyer

    DirectorCRD 7509752

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
888 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth