RIA Intel›Advisers›Massachusetts›LOOMIS, SAYLES & COMPANY, L.P.

LOOMIS, SAYLES & COMPANY, L.P.

Advisory

N·BOSTON, MA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$386.9B

1-Year AUM Growth

+18.6%

3-Year CAGR

-1.9%

Employees

728

Assets Under Management

Total AUM$386.9B

Discretionary AUM$355.8B

Non-Discretionary AUM$31.1B

Discretionary %92%

Total Clients22,232

Team

Total Employees728

Investment Advisers728

Employee Growth (1Y)+0.7%

Filing History

Total Filings on Record84

First FilingFeb 2, 2001

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 84 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LOOMIS, SAYLES & COMPANY, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.