DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

HARRIS | OAKMARK

HARRIS ASSOCIATES LP, CRD 106960

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6de4e95-69dc-a049-d0cf-19f478413a7d

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 20
On other graphs: 1
Observed: Mar 29, 2012 to Aug 4, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Harris Associates Inc.

Manager of family capital · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.07 fund_share=0.8 institutional_share=0.11 related_bd=true related_bank=true bd_reps=44.0
Regulatory AUM: $109BItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $109B
Private client RAUM: $7.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 7%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $27Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 221
Advisory employees: 43
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,326
Individual clients: 0
High net worth clients: 1,888
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $4.7B
SEC number: 801-50333
CRD: 106960
Filings on the tape: 33
First filed: Mar 29, 2012
Latest filed: Aug 4, 2026
Organised: Limited Partnership, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JOSEPH MANGAN	Chartered Financial Analyst	CHICAGO, IL	30	34	n/a	no
Emily Shira Neumark	n/a	CHICAGO, IL	2	13	n/a	no
BRIAN PETER HETTINGER	n/a	CHICAGO, IL	0	21	n/a	no
BRYAN CHARLES TENNANT	n/a	CHICAGO, IL	0	28	7	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
OAKMARK GLOBAL EQUITY L.P.	Hedge Fund	$359M	Jul 25, 2024	32	Mar 29, 2012	reported	021-106144
OAKMARK INTERNATIONAL EQUITY L.P.	Hedge Fund	$322M	Jul 25, 2024	29	Mar 29, 2012	reported	021-53654

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
allessie, joseph	GENERAL COUNSEL AND SECRETARY	Na	yes	01/2024	Mar 19, 2024	Jul 25, 2024
Bpce	Shareholder	E	yes	07/2009	Mar 29, 2012	Jul 25, 2024
CONIARIS, ANTHONY, PAUL	CHAIRMAN AND DIRECTOR OF GENERAL PARTNER	Na	yes	01/2015	Mar 31, 2015	Jul 25, 2024
CROTTEAU, JODIE, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Jul 25, 2024	Jul 25, 2024
FITCH, ALEX, EARLING	VICE PRESIDENT AND DIRECTOR OF U.S.RESEARCH	Na	yes	01/2023	Mar 19, 2024	Jul 25, 2024
GIUNTA, DAVID, LAWRENCE	DIRECTOR OF GENERAL PARTNER	Na	yes	05/2017	May 25, 2017	Jul 25, 2024
HANCE, JUSTIN, DAVID	VICE PRESIDENT AND DIRECTOR OF INTERNATIONAL RESEARCH	Na	yes	01/2016	Jan 29, 2016	Jul 25, 2024
HARRIS ASSOCIATES, INC.	GENERAL PARTNER	Na	yes	09/1995	Mar 18, 2019	Jul 25, 2024
HERRO, DAVID, GREGORY	DEPUTY CHAIRMAN, CHIEF INVESTMENT OFFICER, INTERNATIONAL EQUITY, DIRECTOR OF GP	Na	yes	01/2015	Mar 29, 2012	Jul 25, 2024
HUDSON, MICHAEL, COLIN	VICE PRESIDENT	Na	yes	11/2016	Mar 20, 2017	Jul 25, 2024
KELLER, CHRISTOPHER, WOLFGANG	President	Na	yes	05/2015	Jan 29, 2016	Jul 25, 2024
LEE, YOUNG, ROK	CHIEF OPERATING OFFICER	Na	yes	06/2024	Jul 25, 2024	Jul 25, 2024
LIU, ERIC, SI YUAN	VICE PRESIDENT	Na	yes	01/2019	Mar 18, 2019	Jul 25, 2024
MANELLI, MICHAEL, L	VICE PRESIDENT	Na	yes	01/2015	Mar 31, 2015	Jul 25, 2024
Natixis	Shareholder	E	yes	09/2011	Mar 29, 2012	Jul 25, 2024
NATIXIS INVESTMENT MANAGERS	Shareholder	E	yes	08/2004	Jan 3, 2018	Jul 25, 2024
NATIXIS INVESTMENT MANAGERS PARTICIPATIONS 1	Member	E	yes	06/2005	Jan 3, 2018	Jul 25, 2024
NATIXIS INVESTMENT MANAGERS, LLC	LIMITED PARTNER OF THE REGISTRANT	E	yes	01/2024	Jan 3, 2018	Jul 25, 2024
NATIXIS INVESTMENT MANAGERS, LLC	Shareholder	E	yes	01/2024	Jan 3, 2018	Jul 25, 2024
NYGREN, WILLIAM, CARL	VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, U.S. EQUITY	Na	yes	10/2006	Mar 29, 2012	Jul 25, 2024
Setbon, Philippe, Bruno Albert	DIRECTOR OF GENERAL PARTNER	Na	yes	01/2024	Mar 19, 2024	Jul 25, 2024
WARD, ERIC, NORMAN	DIRECTOR OF GENERAL PARTNER	Na	yes	09/2022	Mar 29, 2023	Jul 25, 2024
WEBER, ZACHARY, DAVID	CHIEF FINANCIAL OFFICER AND TREASURER	Na	yes	11/2016	Mar 20, 2017	Jul 25, 2024
WRIGHT, RANA, JEWEL	CHIEF LEGAL AND ADMINISTRATIVE OFFICER, DIRECTOR OF GP	Na	yes	02/2018	Mar 16, 2018	Jul 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LOOMIS, SAYLES & COMPANY, L.P.	n/a	Other adviser	$387B	N	yes	n/a
NATIXIS ADVISORS, LLC	n/a	Bd affiliated wealth	$109B	N	yes	n/a
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	n/a	Other adviser	$12B	N	yes	n/a
GATEWAY INVESTMENT ADVISERS, LLC	n/a	Other adviser	$12B	N	yes	n/a
AEW CAPITAL MANAGEMENT LP	n/a	Other adviser	$3.0B	N	yes	n/a
DNCA FINANCE	n/a	n/a	n/a	N	yes	n/a
HARRIS ASSOCIATES SECURITIES L.P.	n/a	n/a	n/a	Y	yes	n/a
INVESTORS MUTUAL LIMITED	n/a	n/a	n/a	N	yes	n/a
MV CREDIT PARTNERS LLP	n/a	n/a	n/a	N	yes	n/a
NATIXIS DISTRIBUTION, LLC	n/a	n/a	n/a	N	yes	n/a
NATIXIS INVESTMENT MANAGERS	n/a	n/a	n/a	N	yes	n/a
NATIXIS INVESTMENT MANAGERS HONG KONG LIMITED	n/a	n/a	n/a	N	yes	n/a
NATIXIS INVESTMENT MANAGERS S.A.	n/a	n/a	n/a	N	yes	n/a
NATIXIS INVESTMENT MANAGERS SINGAPORE LIMITED	n/a	n/a	n/a	N	yes	n/a
NATIXIS TRADEX SOLUTIONS	n/a	n/a	n/a	N	yes	n/a
VAUBAN INFRASTRUCTURE PARTNERS	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$109B	$109B	221	43	0	2	n/a
2024	Mar 18, 2025	$94B	$94B	217	46	0	2	n/a
2023	Mar 19, 2024	$101B	$101B	217	46	0	2	$680M
2022	Mar 29, 2023	$94B	$94B	207	47	0	2	$916M
2021	Mar 21, 2022	$124B	$124B	198	45	0	2	$1.2B
2020	Mar 17, 2021	$104B	$104B	200	41	0	2	$1.4B
2019	Mar 30, 2020	$120B	$120B	198	41	0	2	$1.5B
2018	Mar 18, 2019	$107B	$107B	201	40	0	2	$1.3B
2017	Mar 16, 2018	$146B	$145B	192	37	0	2	$1.7B
2016	Mar 20, 2017	$115B	$115B	190	36	n/a	2	$1.5B
2015	Mar 18, 2016	$109B	$108B	194	29	n/a	2	$1.3B
2014	Mar 31, 2015	$137B	$136B	188	29	n/a	2	$1.6B
2013	Mar 21, 2014	$123B	$122B	178	27	n/a	2	$1.6B
2012	Mar 28, 2013	$81B	$81B	173	27	n/a	2	$1.2B
2011	Mar 29, 2012	$73B	$73B	n/a	n/a	n/a	2	$889M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$109B	$94B	16.7%	$94B	5.2%	221	217	0	0

Relationships

Affiliated with (12)

→ LOOMIS, SAYLES & COMPANY, L.P.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ NATIXIS ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Registered adviserother investment adviser, bank, common control
factForm ADV
→ AEW CAPITAL MANAGEMENT LPRegistered adviserother investment adviser, bank, investment company, common control
factForm ADV
→ GATEWAY INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← GATEWAY INVESTMENT ADVISERS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← LOOMIS, SAYLES & COMPANY, L.P.Registered adviserother investment adviser, bank, common control
factForm ADV
← AEW CAPITAL MANAGEMENT LPRegistered adviserother investment adviser, bank, common control
factForm ADV
← VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Registered adviserother investment adviser, bank, common control
factForm ADV
← NATIXIS ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← MCDONNELL INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← NATIXIS ASSET MANAGEMENT ASIA LIMITEDRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← BRYAN CHARLES TENNANTAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← BRIAN PETER HETTINGERAdvisorregistration: current employment
Sep 26, 2025 to presentfactForm ADV
← Emily Shira NeumarkAdvisorregistration: current employment
Feb 2, 2024 to presentfactForm ADV
← MICHAEL JOSEPH MANGANAdvisorregistration: current employment
Oct 2, 1995 to presentfactForm ADV
← EDWARD STRAUS LOEBAdvisorregistration: previous registration
Mar 18, 2003 to Jul 14, 2015factForm ADV

Advises (2)

→ OAKMARK GLOBAL EQUITY L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ OAKMARK INTERNATIONAL EQUITY L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV

Controls (22)

← NYGREN, WILLIAM, CARLOwnerVICE PRESIDENT AND CHIEF INVESTMENT OFFICER, U.S. EQUITY, ownership code NA, individual
Mar 29, 2012 to Jul 25, 2024factForm ADV
← GIUNTA, DAVID, LAWRENCEOwnerDIRECTOR OF GENERAL PARTNER, ownership code NA, individual
May 25, 2017 to Jul 25, 2024factForm ADV
← HERRO, DAVID, GREGORYOwnerDEPUTY CHAIRMAN, CHIEF INVESTMENT OFFICER, INTERNATIONAL EQUITY, DIRECTOR OF GP, ownership code NA, individual
Mar 29, 2012 to Jul 25, 2024factForm ADV
← CROTTEAU, JODIE, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 25, 2024 to Jul 25, 2024factForm ADV
← KELLER, CHRISTOPHER, WOLFGANGOwnerPRESIDENT, ownership code NA, individual
Jan 29, 2016 to Jul 25, 2024factForm ADV
← CONIARIS, ANTHONY, PAULOwnerCHAIRMAN AND DIRECTOR OF GENERAL PARTNER, ownership code NA, individual
Mar 31, 2015 to Jul 25, 2024factForm ADV
← allessie, josephOwnerGENERAL COUNSEL AND SECRETARY, ownership code NA, individual
Mar 19, 2024 to Jul 25, 2024factForm ADV
← HUDSON, MICHAEL, COLINOwnerVICE PRESIDENT, ownership code NA, individual
Mar 20, 2017 to Jul 25, 2024factForm ADV
← MANELLI, MICHAEL, LOwnerVICE PRESIDENT, ownership code NA, individual
Mar 31, 2015 to Jul 25, 2024factForm ADV
← LIU, ERIC, SI YUANOwnerVICE PRESIDENT, ownership code NA, individual
Mar 18, 2019 to Jul 25, 2024factForm ADV
← LEE, YOUNG, ROKOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jul 25, 2024 to Jul 25, 2024factForm ADV
← WEBER, ZACHARY, DAVIDOwnerCHIEF FINANCIAL OFFICER AND TREASURER, ownership code NA, individual
Mar 20, 2017 to Jul 25, 2024factForm ADV
← FITCH, ALEX, EARLINGOwnerVICE PRESIDENT AND DIRECTOR OF U.S.RESEARCH, ownership code NA, individual
Mar 19, 2024 to Jul 25, 2024factForm ADV
← WARD, ERIC, NORMANOwnerDIRECTOR OF GENERAL PARTNER, ownership code NA, individual
Mar 29, 2023 to Jul 25, 2024factForm ADV
← WRIGHT, RANA, JEWELOwnerCHIEF LEGAL AND ADMINISTRATIVE OFFICER, DIRECTOR OF GP, ownership code NA, individual
Mar 16, 2018 to Jul 25, 2024factForm ADV
← HANCE, JUSTIN, DAVIDOwnerVICE PRESIDENT AND DIRECTOR OF INTERNATIONAL RESEARCH, ownership code NA, individual
Jan 29, 2016 to Jul 25, 2024factForm ADV
← Setbon, Philippe, Bruno AlbertOwnerDIRECTOR OF GENERAL PARTNER, ownership code NA, individual
Mar 19, 2024 to Jul 25, 2024factForm ADV
← BPCEOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 29, 2012 to Jul 25, 2024factForm ADV
← HARRIS ASSOCIATES, INC.OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 18, 2019 to Jul 25, 2024factForm ADV
← NATIXISOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 29, 2012 to Jul 25, 2024factForm ADV
← NATIXIS INVESTMENT MANAGERSOwnerSHAREHOLDER, ownership code E, foreign entity
Jan 3, 2018 to Jul 25, 2024factForm ADV
← NATIXIS INVESTMENT MANAGERS PARTICIPATIONS 1OwnerMEMBER, ownership code E, foreign entity
Jan 3, 2018 to Jul 25, 2024factForm ADV

Dated events

Occurred
Jul 25, 2024
Control person left
Patrick Colin Mcfarland (Chief Compliance Officer) no longer on Schedule A of Harris | Oakmark (listed 2024-05-13, absent 2024-07-25)
Form ADVobserved 4 days ago
Occurred
Jul 25, 2024
Control person joined
Lynn Jodie Crotteau (Chief Compliance Officer) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
Jul 25, 2024
Control person joined
Rok Young Lee (Chief Operating Officer) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Control person left
Smith Clyde Mcgregor (Vice President) no longer on Schedule A of Harris | Oakmark (listed 2023-03-29, absent 2024-03-19)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Control person left
F Timothy Ryan (Director Of General Partner) no longer on Schedule A of Harris | Oakmark (listed 2023-03-29, absent 2024-03-19)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Control person left
F Robert Bierig (Vice President) no longer on Schedule A of Harris | Oakmark (listed 2023-03-29, absent 2024-03-19)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Control person joined
Joseph Allessie (General Counsel And Secretary) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Control person joined
Bruno Albert Philippe Setbon (Director Of General Partner) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
Mar 19, 2024
Control person joined
Earling Alex Fitch (Vice President And Director Of U.S.Research) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
Mar 29, 2023
Control person joined
Norman Eric Ward (Director Of General Partner) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
Mar 21, 2022
Control person left
W Thomas Murray (Vice President And Director Of U.S. Research) no longer on Schedule A of Harris | Oakmark (listed 2021-07-23, absent 2022-03-21)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2022
Control person left
Gordon Kevin Grant (Co-Chairman And Director Of General Partner) no longer on Schedule A of Harris | Oakmark (listed 2021-07-23, absent 2022-03-21)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2022
Control person joined
F Robert Bierig (Vice President) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
May 14, 2021
Control person joined
F Timothy Ryan (Director Of General Partner) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago
Occurred
May 14, 2021
Control person left
Jean Raby (Director Of General Partner) no longer on Schedule A of Harris | Oakmark (listed 2021-03-17, absent 2021-05-14)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2021
Control person left
Lineburg Kristi Rowsell (President & Director Of Gp) no longer on Schedule A of Harris | Oakmark (listed 2020-06-30, absent 2021-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2021
Control person left
Edwin Jason Long (Vice President) no longer on Schedule A of Harris | Oakmark (listed 2020-06-30, absent 2021-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2021
Control person left
Mills Beverly Bearden (Director Of General Partner) no longer on Schedule A of Harris | Oakmark (listed 2020-06-30, absent 2021-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2019
Regulatory AUM changed
Harris | Oakmark reported RAUM $107.4B, down 26% from $145.5B (2018-03-16 to 2019-03-18)
Form ADVobserved 4 days ago
$-38.1B
Occurred
Mar 18, 2019
Control person joined
Si Yuan Eric Liu (Vice President) appeared on Schedule A of Harris | Oakmark
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6de4e95-69dc-a049-d0cf-19f478413a7d
First observed: Mar 29, 2012
Last observed: Aug 4, 2026 46 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HARRIS | OAKMARK

HARRIS ASSOCIATES LP, CRD 106960

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6de4e95-69dc-a049-d0cf-19f478413a7d

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JOSEPH MANGAN

Chartered Financial Analyst

CHICAGO, IL

n/a

Emily Shira Neumark

n/a

CHICAGO, IL

n/a

BRIAN PETER HETTINGER

n/a

CHICAGO, IL

n/a

BRYAN CHARLES TENNANT

n/a

CHICAGO, IL

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

OAKMARK GLOBAL EQUITY L.P.

Hedge Fund

$359M

Jul 25, 2024

Mar 29, 2012

reported

021-106144

OAKMARK INTERNATIONAL EQUITY L.P.

Hedge Fund

$322M

Jul 25, 2024

Mar 29, 2012

reported

021-53654

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

allessie, joseph

GENERAL COUNSEL AND SECRETARY

yes

01/2024

Mar 19, 2024

Jul 25, 2024

Bpce

Shareholder

yes

07/2009

Mar 29, 2012

Jul 25, 2024

CONIARIS, ANTHONY, PAUL

CHAIRMAN AND DIRECTOR OF GENERAL PARTNER

yes

01/2015

Mar 31, 2015

Jul 25, 2024

CROTTEAU, JODIE, LYNN

CHIEF COMPLIANCE OFFICER

yes

07/2024

Jul 25, 2024

FITCH, ALEX, EARLING

VICE PRESIDENT AND DIRECTOR OF U.S.RESEARCH

yes

01/2023

Mar 19, 2024

Jul 25, 2024

GIUNTA, DAVID, LAWRENCE

DIRECTOR OF GENERAL PARTNER

yes

05/2017

May 25, 2017

Jul 25, 2024

HANCE, JUSTIN, DAVID

VICE PRESIDENT AND DIRECTOR OF INTERNATIONAL RESEARCH

yes

01/2016

Jan 29, 2016

Jul 25, 2024

HARRIS ASSOCIATES, INC.

GENERAL PARTNER

yes

09/1995

Mar 18, 2019

Jul 25, 2024

HERRO, DAVID, GREGORY

DEPUTY CHAIRMAN, CHIEF INVESTMENT OFFICER, INTERNATIONAL EQUITY, DIRECTOR OF GP

yes

01/2015

Mar 29, 2012

Jul 25, 2024

HUDSON, MICHAEL, COLIN

VICE PRESIDENT

yes

11/2016

Mar 20, 2017

Jul 25, 2024

KELLER, CHRISTOPHER, WOLFGANG

President

yes

05/2015

Jan 29, 2016

Jul 25, 2024

LEE, YOUNG, ROK

CHIEF OPERATING OFFICER

yes

06/2024

Jul 25, 2024

LIU, ERIC, SI YUAN

VICE PRESIDENT

yes

01/2019

Mar 18, 2019

Jul 25, 2024

MANELLI, MICHAEL, L

VICE PRESIDENT

yes

01/2015

Mar 31, 2015

Jul 25, 2024

Natixis

Shareholder

yes

09/2011

Mar 29, 2012

Jul 25, 2024

NATIXIS INVESTMENT MANAGERS

Shareholder

yes

08/2004

Jan 3, 2018

Jul 25, 2024

NATIXIS INVESTMENT MANAGERS PARTICIPATIONS 1

Member

yes

06/2005

Jan 3, 2018

Jul 25, 2024

NATIXIS INVESTMENT MANAGERS, LLC

LIMITED PARTNER OF THE REGISTRANT

yes

01/2024

Jan 3, 2018

Jul 25, 2024

NATIXIS INVESTMENT MANAGERS, LLC

Shareholder

yes

01/2024

Jan 3, 2018

Jul 25, 2024

NYGREN, WILLIAM, CARL

VICE PRESIDENT AND CHIEF INVESTMENT OFFICER, U.S. EQUITY

yes

10/2006

Mar 29, 2012

Jul 25, 2024

Setbon, Philippe, Bruno Albert

DIRECTOR OF GENERAL PARTNER

yes

01/2024

Mar 19, 2024

Jul 25, 2024

WARD, ERIC, NORMAN

DIRECTOR OF GENERAL PARTNER

yes

09/2022

Mar 29, 2023

Jul 25, 2024

WEBER, ZACHARY, DAVID

CHIEF FINANCIAL OFFICER AND TREASURER

yes

11/2016

Mar 20, 2017

Jul 25, 2024

WRIGHT, RANA, JEWEL

CHIEF LEGAL AND ADMINISTRATIVE OFFICER, DIRECTOR OF GP

yes

02/2018

Mar 16, 2018

Jul 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LOOMIS, SAYLES & COMPANY, L.P.

n/a

Other adviser

$387B

yes

n/a

NATIXIS ADVISORS, LLC

n/a

Bd affiliated wealth

$109B

yes

n/a

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

n/a

Other adviser

$12B

yes

n/a

GATEWAY INVESTMENT ADVISERS, LLC

n/a

Other adviser

$12B

yes

n/a

AEW CAPITAL MANAGEMENT LP

n/a

Other adviser

$3.0B

yes

n/a

DNCA FINANCE

n/a

yes

n/a

HARRIS ASSOCIATES SECURITIES L.P.

n/a

yes

n/a

INVESTORS MUTUAL LIMITED

n/a

yes

n/a

MV CREDIT PARTNERS LLP

n/a

yes

n/a

NATIXIS DISTRIBUTION, LLC

n/a

yes

n/a

NATIXIS INVESTMENT MANAGERS

n/a

yes

n/a

NATIXIS INVESTMENT MANAGERS HONG KONG LIMITED

n/a

yes

n/a

NATIXIS INVESTMENT MANAGERS S.A.

n/a

yes

n/a

NATIXIS INVESTMENT MANAGERS SINGAPORE LIMITED

n/a

yes

n/a

NATIXIS TRADEX SOLUTIONS

n/a

yes

n/a

VAUBAN INFRASTRUCTURE PARTNERS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$109B

221

n/a

2024

Mar 18, 2025

$94B

217

n/a

2023

Mar 19, 2024

$101B

217

$680M

2022

Mar 29, 2023

$94B

207

$916M

2021

Mar 21, 2022

$124B

198

$1.2B

2020

Mar 17, 2021

$104B

200

$1.4B

2019

Mar 30, 2020

$120B

198

$1.5B

2018

Mar 18, 2019

$107B

201

$1.3B

2017

Mar 16, 2018

$146B

$145B

192

$1.7B

2016

Mar 20, 2017

$115B

190

n/a

$1.5B

2015

Mar 18, 2016

$109B

$108B

194

n/a

$1.3B

2014

Mar 31, 2015

$137B

$136B

188

n/a

$1.6B

2013

Mar 21, 2014

$123B

$122B

178

n/a

$1.6B

2012

Mar 28, 2013

$81B

173

n/a

$1.2B

2011

Mar 29, 2012

$73B

n/a

$889M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$109B

$94B

16.7%

$94B

5.2%

221

217