Loomis, Sayles & Company, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $386.9B in regulatory assets under management, 728 employees, 6 offices, and 24,675 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 91.8% of total clients.
Top client categories% of clientsClients
1
HNWI
91.8%
22,662
2
Corporations
2.7%
672
3
Pension Plans
1.6%
385
4
Charitable
1.2%
293
5
Insurance Cos.
0.9%
230
Additional categories (<0.1%)
Sovereign Wealth9 clients
Other Advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386.9Bas of March 31, 2026
Discretionary92.0%
$355.8B
92% of total RAUM92.0%
Non-discretionary8.0%
$31.1B
8% of total RAUM8.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$386.9B
Total Accounts24,675
10Y AUM Change+$162.6B (+72.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees728
Clients per Employee34:1
10Y Employee Change+104 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.