Loomis, Sayles & Company, L.P.
Boston, MA·SEC-registered · CRD #105377
Loomis, Sayles & Company, L.P. is an SEC-registered investment advisory firm in Boston, MA managing $387B across 25k client accounts, with 728 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$387B
Client accounts
25k
Advisory staff
728
Fee model
Fee-only
How Loomis, Sayles & Company, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Loomis, Sayles & Company, L.P.
How much does Loomis, Sayles & Company, L.P. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Loomis, Sayles & Company, L.P. reports $387B in regulatory assets under management across roughly 25k client accounts.
How does Loomis, Sayles & Company, L.P. charge?
Loomis, Sayles & Company, L.P. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Loomis, Sayles & Company, L.P. a fiduciary?
Yes. Loomis, Sayles & Company, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #105377), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Loomis, Sayles & Company, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Loomis, Sayles & Company, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Loomis, Sayles & Company, L.P.'s public SEC Form ADV filing (CRD #105377, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Loomis, Sayles & Company, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Loomis, Sayles & Company, L.P.? Claim this profile.