SourcingSourcing

AMUNDI US INVESTMENT ADVISORS LLC

C27
CRD 334151·SEC 801-131764·BOSTON, MA
AUM
$1.13B
$1B+
Est. Revenue
$11.3M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMUNDI US INVESTMENT ADVISORS LLC
CRD
334151
SEC file #
801-131764
EIN
—
DBA names
Amundi Us

Economics

AUM
$1.13B
AUM band
$1B+
AUM trajectory
'25'26
$3.79B → $1.13B▼ -70%
Client mix
Corporations2
Other Investment Advisers1

Operations

Employees (total)
32
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'25'26
17 advisors → 17 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMUNDI US INVESTMENT ADVISORS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
AMUNDI US INVESTMENT ADVISORS
BARTHELEMY, FREDERIC, ROBERT
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street5
E*trade4
U.s. Bank2
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
FREDERIC ROBERT BARTHELEMY
Executive Officer · 2.5%
7437751
John Michael Malone
Executive Officer · 2.5%
2314031
OBERLE, YURI, ANTHONY
Executive Officer · 2.5%
7205850