NATIXIS ADVISORS, LLC

CRD

106800

SEC file #

801-48408

EIN

000000000

DBA names

—

Economics

AUM

$108.65B

AUM band

$1B+

AUM trajectory

'20 · $21.32B

'21 · $27.93B

'22 · $35.07B

'23 · $46.51B

'25 · $85.23B

'26 · $108.65B

'20'26

$21.32B → $108.65B▲ +410%

sec adv history

Client mix

Individuals Other	57,713
Individuals High Net Worth	54,818
Corporations	1,952
Other	680
Charitable Organizations	219

Operations

Employees (total)

412

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 63 advisors

'21 · 63 advisors

'22 · 67 advisors

'23 · 72 advisors

'25 · 70 advisors

'26 · 48 advisors

'20'26

63 advisors → 48 advisors▼ -24%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

03/27/2026

instagram.com/natixisim(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

NATIXIS INVESTMENT MANAGERS,

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

NATIXIS INVESTMENT MANAGERS,

BESSER, WARREN, TAYLOR

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:instagram.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001046187

Edgar Registered

Yes

Edgar Filing Count

240

Edgar First Filing Date

1999-05-06

Edgar Last Filing Date

2026-04-28

Edgar 13f Count

110

Edgar 13f Latest AUM Estimate

Filing Date2026-04-28

Accession0001104659-26-049934

Edgar Former Names

AEW CAPITAL MANAGEMENT L P/MA

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Lpl Financial	4
E*trade	4
Raymond James	2
Goldman Sachs	2

adv brochure

Edgar Addresses

Mailing

TWO SEAPORT LANEBOSTON, MA 02210-2021

Business

TWO SEAPORT LANEBOSTON, MA 02210-2021

Edgar EIN

000000000

Edgar Recent Filings

13F-HR2026-04-28 · 0001104659-26-049934

13F-HR2026-02-06 · 0001104659-26-011392

Fee Schedule

Bracket I	68
Bracket Ix	19
Bracket Ii	4
Bracket Iv	4
Bracket Vi	2

Firm Has Custody

Mailing Office Differs

Trust Company Affiliate

Yes

SHARPE, CHRISTOPHER, LINDEN

People (59)

IAR · Executive Officer · 2.5%

5534308

BESSER, WARREN, TAYLOR

5327765

GIUNTA, DAVID, LAWRENCE

2290469

GROSS, MARINA, NMN

4090749

LOUREIRO, ANTHONY, DAVID

2087464

ROSH, MARILYN, VINTON

4206001

TOBIN, SUSAN, MCWHAN

4649471

VALLON, DAVID, ANTHONY

2928834

YIP, MICHAEL, LICHAN

7962785

WARD, ERIC, NORMAN

JOHN ROBERT JANASIEWICZ

4489835

Alanna Danielle Bollas

JEFFREY CHARLTON CLOUGH

2871453

MATTHEW STEPHEN GARZONE

FREDRIC WILLIAM PAPPAS

KELSEY LYNN SLONIESKI

5719268

Alexander Casey Haigis