# Amundi US

> Amundi US is an SEC-registered investment advisory firm in Boston, MA, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 334151
- Filed as: AMUNDI US
- Legal name: Amundi US Investment Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334151
- AdvisorCensus page: https://advisorcensus.com/firm/amundi-us-boston-ma-334151

## Quick answers

**How is Amundi US compensated?**
On its Form ADV (Item 5.E, October 2026), Amundi US reports these compensation arrangements: a percentage of assets under its management.

**Where is Amundi US located?**
Amundi US' principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Amundi US registered with the SEC or a state?**
Amundi US is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334151.

**How much does Amundi US manage?**
Amundi US reports $1,132,473,403 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Amundi US' assets and staff changed since 2025?**
In the Form ADV data for Amundi US: Regulatory assets under management: $3,789,471,855 in the October 2025 data and $1,132,473,403 in the October 2026 data, down 70%. Total employees: 27 in October 2025 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Amundi US serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (2); other investment advisers (1).

**Which custodians does Amundi US use?**
Amundi US' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and U.S. Bank as custodians holding 10% or more of its separately managed account assets.

**Does Amundi US report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334151

**What changed in Amundi US' recent Form ADV filings?**
In the April 2026 filing data: Its Item 11 disclosure answers changed (now yes: 11.D(5); now no: 11.G). Regulatory assets under management went from $3,789,471,855 to $1,132,473,403 (-70%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank
- U.S. Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,132,473,403
- Discretionary: $1,132,473,403
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 1 | Not reported |
| Corporations or other businesses not listed above | 2 | $1,132,473,403 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 32 total, 17 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334151

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dublin
- Paris

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $3,789,471,855 | 27 | April 25, 2025 |
| October 2026 | $1,132,473,403 | 32 | March 31, 2026 |

Regulatory assets under management: $3,789,471,855 in the October 2025 data and $1,132,473,403 in the October 2026 data, down 70%.
Total employees: 27 in October 2025 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Its Item 11 disclosure answers changed (now yes: 11.D(5); now no: 11.G).
- Regulatory assets under management went from $3,789,471,855 to $1,132,473,403 (-70%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amundi US (CRD 334151): Form ADV filing data as of October 2026.