{
  "crd_number": 105377,
  "slug": "loomis-sayles-and-company-l-p-boston-ma-105377",
  "primary_business_name": "LOOMIS, SAYLES & COMPANY, L.P.",
  "legal_name": "LOOMIS, SAYLES & COMPANY, L.P.",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1977-06-02",
  "years_registered": 49,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 386881827641.0,
  "raum_discretionary": 355765556066.0,
  "raum_non_discretionary": 31116271575.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 728,
  "advisory_employees": 728,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 31285981666.0,
      "count": 68,
      "description": "CLIENTS WHERE LOOMIS SAYLES POSSESSED INSUFFICIENT INFORMATION TO CLASSIFY"
    },
    "charitable": {
      "raum": 2222381254.0,
      "count": 293
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 45621376736.0,
      "count": 171
    },
    "insurance_companies": {
      "raum": 20406520222.0,
      "count": 230
    },
    "investment_companies": {
      "raum": 103916901833.0,
      "count": 67
    },
    "pension_profit_sharing": {
      "raum": 67998677503.0,
      "count": 385
    },
    "other_investment_advisers": {
      "raum": 102259934.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 12819212816.0,
      "count": 22662
    },
    "pooled_investment_vehicles": {
      "raum": 58908194633.0,
      "count": 115
    },
    "corporations_other_businesses": {
      "raum": 23132948963.0,
      "count": 672
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 20467372081.0,
      "count": 9
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://blog.loomissayles.com",
    "https://linkedin.com/COMPANY/LOOMIS-SAYLES-&-COMPANY",
    "https://loomissayles.com",
    "https://x.com/LOOMISSAYLES",
    "https://youtube.com/USER/LOOMIS-SAYLES-&-COMPANY"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105377",
  "disclosure_items": [
    {
      "item": "11.A(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/loomis-sayles-and-company-l-p-boston-ma-105377",
  "display_name": "Loomis, Sayles & Company, L.P.",
  "summary": "Loomis, Sayles & Company, L.P. is an SEC-registered investment advisory firm in Boston, MA, registered since 1977, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Loomis, Sayles & Company, L.P. (CRD 105377): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Loomis, Sayles & Company, L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Loomis, Sayles & Company, L.P. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Loomis, Sayles & Company, L.P. located?",
      "a": "Loomis, Sayles & Company, L.P.'s principal office is in Boston, MA, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Loomis, Sayles & Company, L.P. registered with the SEC or a state?",
      "a": "Loomis, Sayles & Company, L.P. is an SEC-registered investment advisory firm, registered since 1977. Status as filed: Approved. CRD 105377."
    },
    {
      "q": "How much does Loomis, Sayles & Company, L.P. manage?",
      "a": "Loomis, Sayles & Company, L.P. reports $386,881,827,641 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (92% discretionary)."
    },
    {
      "q": "How have Loomis, Sayles & Company, L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Loomis, Sayles & Company, L.P.: Regulatory assets under management: $319,356,407,700 in the October 2021 data and $386,881,827,641 in the October 2026 data, up 21%. Total employees: 692 in October 2021 and 728 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Loomis, Sayles & Company, L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (22,662); corporations or other businesses not listed above (672); pension and profit sharing plans (but not the plan participants or government pension plans) (385)."
    },
    {
      "q": "Which custodians does Loomis, Sayles & Company, L.P. use?",
      "a": "Loomis, Sayles & Company, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company, The Bank of New York Mellon and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Loomis, Sayles & Company, L.P. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years), 11.C(2) (SEC or CFTC finding of a violation), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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/105377"
    },
    {
      "q": "What changed in Loomis, Sayles & Company, L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 729 to 728. Regulatory assets under management went from $350,888,326,513 to $386,881,827,641 (+10%). Changed its office addresses in Gaithersburg, MD. Added an office in Marshall, VA. No longer lists an office in Middleburg, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 319356407700.0,
      "total_employees": 692,
      "filing_date": "2021-07-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 329969162140.0,
      "total_employees": 702,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 254158838705.0,
      "total_employees": 717,
      "filing_date": "2023-06-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 301378322996.0,
      "total_employees": 722,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 350888326513.0,
      "total_employees": 729,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 386881827641.0,
      "total_employees": 728,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 729 to 728.",
        "Regulatory assets under management went from $350,888,326,513 to $386,881,827,641 (+10%).",
        "Changed its office addresses in Gaithersburg, MD.",
        "Added an office in Marshall, VA.",
        "No longer lists an office in Middleburg, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/loomis-sayles-and-company-l-p-boston-ma-105377.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22662,
      "fewer_than_5": false,
      "raum": 12819212816.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 67,
      "fewer_than_5": false,
      "raum": 103916901833.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 115,
      "fewer_than_5": false,
      "raum": 58908194633.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 385,
      "fewer_than_5": false,
      "raum": 67998677503.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 293,
      "fewer_than_5": false,
      "raum": 2222381254.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 171,
      "fewer_than_5": false,
      "raum": 45621376736.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 3,
      "fewer_than_5": false,
      "raum": 102259934.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 230,
      "fewer_than_5": false,
      "raum": 20406520222.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 9,
      "fewer_than_5": false,
      "raum": 20467372081.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 672,
      "fewer_than_5": false,
      "raum": 23132948963.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 68,
      "fewer_than_5": false,
      "raum": 31285981666.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105377",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}