# Natixis Advisors, LLC

> Natixis Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1995, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 106800
- Filed as: NATIXIS ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106800
- AdvisorCensus page: https://advisorcensus.com/firm/natixis-advisors-llc-boston-ma-106800

## Quick answers

**How is Natixis Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Natixis Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Natixis Advisors, LLC registered with the SEC or a state?**
Natixis Advisors, LLC is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 106800.

**How much does Natixis Advisors, LLC manage?**
Natixis Advisors, LLC reports $108,654,613,620 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Natixis Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Natixis Advisors, LLC: Regulatory assets under management: $35,068,863,036 in the October 2021 data and $108,654,613,620 in the October 2026 data, up 210%. Total employees: 443 in October 2021 and 412 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Natixis Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57,713); high net worth individuals (54,818); corporations or other businesses not listed above (1,952).

**Which custodians does Natixis Advisors, LLC use?**
Natixis Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Edward Jones as a custodian holding 10% or more of its separately managed account assets.

**Does Natixis Advisors, LLC report any disciplinary disclosures?**
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/106800

**What changed in Natixis Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 70 to 48. Regulatory assets under management went from $85,230,726,459 to $108,654,613,620 (+27%). Changed its office addresses in San Francisco, CA. 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
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Edward Jones

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: $108,654,613,620
- Discretionary: $108,654,613,620
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57,713 | $24,820,551,623 |
| High net worth individuals | 54,818 | $72,563,378,266 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 9 | $4,608,326,453 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 170 | $203,442,786 |
| Charitable organizations | 219 | $566,830,079 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $107,847 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1,952 | $4,788,702,860 |
| Other | 680 | $1,103,273,706 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 412 total, 48 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(1): In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
- 11.C(2): 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?
- 11.C(5): 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?

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/106800

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/natixisim.bsky.social
- im.natixis.com
- Facebook @NATIXISINVESTMENTMANAGERS
- Instagram @NATIXISIM
- LinkedIn @NATIXIS-INVESTMENT-MANAGERS
- YouTube @natixisinvestmentmanagersus

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $35,068,863,036 | 443 | August 5, 2021 |
| October 2022 | $46,512,243,345 | 411 | September 26, 2022 |
| October 2023 | $46,233,819,443 | 433 | May 17, 2023 |
| October 2024 | $63,770,732,162 | 369 | June 26, 2024 |
| October 2025 | $85,230,726,459 | 426 | April 7, 2025 |
| October 2026 | $108,654,613,620 | 412 | March 27, 2026 |

Regulatory assets under management: $35,068,863,036 in the October 2021 data and $108,654,613,620 in the October 2026 data, up 210%.
Total employees: 443 in October 2021 and 412 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 70 to 48.
- Regulatory assets under management went from $85,230,726,459 to $108,654,613,620 (+27%).
- Changed its office addresses in San Francisco, CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Natixis Advisors, LLC (CRD 106800): Form ADV filing data as of October 2026.