SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Loomis, Sayles & Company, L.P.
Boston, MA
CRD 105377
Firm filing updated July 1, 2026 ·
- $386.9BAssets
- 24,675Clients
- 728Advisory staff
- 24,675Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals22,662
- Corporations or other businesses672
- Pension and profit sharing plans385
- Charities293
- Insurance companies230
- and 5 more365
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 22,662 | $12.8 billion |
| Investment companies | 67 | $103.9 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 115 | $58.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 385 | $68.0 billion |
| Charitable organizations | 293 | $2.2 billion |
| State or municipal government entities (including government pension plans) | 171 | $45.6 billion |
| Other investment advisors | 3 | $102.3 million |
| Insurance companies | 230 | $20.4 billion |
| Sovereign wealth funds and foreign official institutions | 9 | $20.5 billion |
| Corporations or other businesses not listed above | 672 | $23.1 billion |
| Other: "CLIENTS WHERE LOOMIS SAYLES POSSESSED INSUFFICIENT INFORMATION TO CLASSIFY" | 68 | $31.3 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "NON-DISCRETIONARY INVESTMENT ADVICE"
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "NON-DISCRETIONARY INVESTMENT ADVICE"
Assets and accounts
- Regulatory assets$386.9 billion
- Accounts24,675
- Discretionary$355.8 billion · 24,615 accounts
- Non-discretionary$31.1 billion · 60 accounts
People
- Employees728
- Advisory staff728
- Broker-dealer reps93
- Licensed insurance agents0
Advisors
14 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 105377, SEC file 801-170.
- Registered with the SEC as an investment advisor (status date on record: June 2, 1977).
Is Loomis, Sayles & Company, L.P. a fiduciary?
Short answer: Loomis, Sayles & Company, L.P. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 93 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.