NATIXIS ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 106800
- Registered since
- March 1, 1995
- Website
- www.im.natixis.com
- Custodians
- EDWARD JONES, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI66.78%
- Individuals22.84%
- Corporations / Businesses4.41%
- Investment Companies4.24%
- Other1.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Natixis Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1995. It serves both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM, fixed fees and other structures. The firm provides discretionary portfolio management across individuals, small businesses, investment companies and institutions, and it also selects and oversees outside managers. Its regulatory profile and business affiliations indicate involvement in commodity pool/CTA activities and roles that can include sponsoring or managing pooled vehicles. Natixis Advisors identifies as an active ESG investor and does not present itself as a capital allocator.
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds19%
- Non-Exchange Traded Equities5%
- State & Local Bonds4%
- US Government Bonds2%
Owners & executives
3 of 3BEATRIZ PINASMITH
EVP & Chief Financial OfficerCRD 2220599
DAVID GIUNTA
President and CEOCRD 2290469
MICHAEL YIP
Chief Investment OfficerCRD 7962785
Contacts
3 of 65Vladislav Grigorov
Portfolio AnalystCRD 6836471
Tyler Williams
Vice PresidentCRD 6955609
DAVID REILLY
Vice PresidentCRD 2366011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 368Active vs passive
$9.5B in ETFs
79%
$7.5B
8%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.1B | 1,904,963 | 11.99% |
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
- 888 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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