SourcingSourcing

LOOMIS, SAYLES & COMPANY, L.P.

C26
CRD 105377·SEC 801-170·BOSTON, MA
AUM
$386.88B
$1B+
Est. Revenue
$3.87B
@ 1% on AUM
Est. EBITDA
$1.16B
@ 30% margin
Est. Deal Value
$9.29B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LOOMIS, SAYLES & COMPANY, L.P.
CRD
105377
SEC file #
801-170
EIN
000000000
DBA names
—

Economics

AUM
$386.88B
AUM band
$1B+
AUM trajectory
'20'26
$230.32B → $386.88B▲ +68%
Client mix
Individuals High Net Worth22,662
Corporations672
Pension Profit Sharing Plans385
Charitable Organizations293
Insurance Companies230

Operations

Employees (total)
728
Advisory staff (per ADV)
728
Advisory staff (5-yr trend)
'20'26
607 advisors → 728 advisors▲ +20%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/loomis-sayles-&-company(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NATIXIS INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
16
Control Persons
NATIXIS INVESTMENT
AGRAWAL, PRAMILA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:loomissayles.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
49
Form 5500 Total Participants
1,486
Form 5500 Total Compensation
17,301,382
Form 5500 Compensation Trajectory 3y
202514,647,785
20262,653,597
20240
Form 5500 Plan Count Trajectory 3y
202535
202611
20243
Schedule C Total Compensation
17,301,382
Schedule C Service Provider Rows
49

SEC EDGAR

Edgar Cik
0001166767
Edgar Registered
Yes
Edgar Filing Count
102
Edgar First Filing Date
2002-02-14
Edgar Last Filing Date
2025-10-23
Edgar 13f Count
95
Edgar 13f Latest AUM Estimate
Filing Date2025-02-13
Accession0001104659-25-012945
Edgar Former Names
Ostrum Asset Management
Natixis Asset Management

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
15
Bc Firm Active IA Count
25
Bc Firm IAR Count
25
Custodian Candidates
Full
State Street22
Goldman Sachs8
Morgan Stanley6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
43 AVENUE PIERRE MENDES-FRANCEPARIS, I0 75013
Business
43 AVENUE PIERRE MENDES-FRANCEPARIS, I0 75013
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2025-10-23 · 0001104659-25-101696
N-PX2025-08-25 · 0001104659-25-082444
Fee Schedule
Bracket Vi40
Bracket I20
Bracket Iii17
Bracket Xii7
Bracket X5
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (35)

35
RACZKOWSKI, RICHARD,
IAR · Executive Officer · 2.5%
4613599
EAGAN, MATTHEW, JAMES
IAR · Executive Officer · 2.5%
5581912
HAMZAOGULLARI, AZIZ, VEYSI
IAR · Executive Officer · 2.5%
2383962
FUSS, DANIEL, JOSEPH
IAR · Executive Officer · 2.5%
1477278
AGRAWAL, PRAMILA
Executive Officer · 2.5%
7896616
CHARLESTON, KEVIN, PATRICK
Executive Officer · 2.5%
4331804
GIDMAN, JOHN, ROBERT
Executive Officer · 2.5%
4426826
GIUNTA, DAVID, LAWRENCE
Executive Officer · 2.5%
2290469
LEGER, MAURICE, PAUL
Executive Officer · 2.5%
4575004
RADFORD, REBECCA, O'BRIEN
Executive Officer · 2.5%
7678280
Setbon, Philippe, Bruno Albert
Executive Officer · 2.5%
7855725
SIEKER, SUSAN, LYNN
Executive Officer · 2.5%
6550426
WALDMAN, DAVID, LOUIS
Executive Officer · 2.5%
1727460
RYAN, DONALD, PATRICK
Executive Officer · 2.5%
1444035
CLIFTON VERNON ROWE
IAR
4613602
KAN BAO VANG
IAR
4613604
PETER WINSLOW PALFREY
IAR
4613594
KATHLEEN HORIGAN O'MALLEY
IAR
6316992
JEREMIAH C BOYD
IAR
5103299
ANDREW JAMES SCHEIRER
IAR
4631286
NEIL JOHN MCKENNA
IAR
4617037
KRISTEN L DOYLE
IAR
5418337
NEIL ANTHONY BURKE
IAR
2189941
JOHN HYLL
IAR
2111294
KATHERINE ELIZABETH PHILLIPS
IAR
5972597
JEFFREY MICHAEL SCHWARTZ
IAR
2382707
Sean Christopher Kennedy
IAR
6772789
DAVID JAMES BEACH
IAR
2174203
COLLEEN MARIE DENZLER
IAR
1542765
CHRISTOPHER DONALD MORGEN
IAR
6025604
BRIAN MICHAEL HOBIN
IAR
4428650
MICHAEL WILLIAM DICKSON
IAR
2163991
MARY BETH MASSILLON
IAR
4125319
Michael Patrick Reidy
IAR
3029988
MICHAEL CHARLES SKURKA
IAR
2366740