David James Beach
Investment adviser representative at Loomis, Sayles & Company, L.P.
14 yearsExperience
1 stateRegistered in
$386.9BFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Loomis, Sayles & Company, L.P.Jan 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (CA).
Loomis, Sayles & Company, L.P.
$386.9BAssets managed
24,675Clients
24Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2174203
- Firm CRD
- 105377