Data / Investment advisers / Massachusetts / Loomis, Sayles & Company, L.P.
Loomis, Sayles & Company, L.P., Boston, MA: $387 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Loomis, Sayles & Company, L.P. is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $387 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include investment companies, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.
The request: Watch Loomis, Sayles & Company, L.P. (CRD number 105377): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105377
- SEC file number
- 801-170
- SEC status
- Approved, effective June 2, 1977
- Main office
- One Financial Center, Boston, MA 02111
- Phone
- (617) 482-2450
- Regulatory AUM
- $386,881,827,641 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $355,765,556,066
- Non discretionary AUM
- $31,116,271,575
- Accounts
- 24,675
- Employees
- 728, of which 728 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 5: 3 hedge funds, 2 other private funds
- Gross assets of private funds
- $2,723,405,706
- Other offices
- 6
- Form ADV Item 11 disclosures
- Reported: criminal actions, SEC or CFTC regulatory actions
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 67 | $103.92 billion |
| Pension and profit sharing plans | 385 | $68.00 billion |
| Pooled investment vehicles | 115 | $58.91 billion |
| State or municipal government entities | 171 | $45.62 billion |
| Corporations or other businesses | 672 | $23.13 billion |
| Sovereign wealth funds and foreign official institutions | 9 | $20.47 billion |
| Insurance companies | 230 | $20.41 billion |
| High net worth individuals | 22,662 | $12.82 billion |
| Charitable organizations | 293 | $2.22 billion |
| Other investment advisers | 3 | $102.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $386.88 billion | March 31, 2026 |
| December 1, 2025 | $350.89 billion | September 24, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wellington Management Company LLP | Boston | $1.43 trillion | 77 | adviserinfo.sec.gov |
| Ssga Funds Management, Inc. | Boston | $1.42 trillion | 21 | adviserinfo.sec.gov |
| Strategic Advisers LLC | Boston | $1.37 trillion | Not listed | adviserinfo.sec.gov |
| MFS Investment Management | Boston | $514.05 billion | Not listed | adviserinfo.sec.gov |
| Columbia Management Investment Advisers, LLC | Boston | $502.40 billion | 12 | adviserinfo.sec.gov |
| Arrowstreet Capital, Limited Partnership | Boston | $351.32 billion | 39 | adviserinfo.sec.gov |
| Cambridge Associates, LLC | Boston | $326.70 billion | 92 | adviserinfo.sec.gov |
| Manulife Investment Management (US) LLC | Boston | $228.04 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with Over $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Loomis, Sayles & Company, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.