DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Loomis, Sayles & Company, L.P.
Latest filing Jul 1, 2026
First filing on the tape Dec 23, 2011 · 55 filings
SEC status approved since Jun 2, 1977
RAUM
$387B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
3.3%
$13B individuals and HNW
Advisors
24
registered through the firm on IAPD
RAUM per advisor
$16B
derived; firm RAUM over IAPD count
Employees
728
728 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
5
reported on Schedule D
History
55 filings and snapshots on the tape
RAUM$387B as of Jul 1, 2026
Mar 30, 2012$163B then
HNW client RAUM$13B as of Jul 1, 2026
Mar 31, 2018$161M then
State-registered IARs (5.B.3)15 as of Jul 1, 2026
Apr 1, 20135 then
Employees (5.A)728 as of Jul 1, 2026
Apr 1, 2013553 then
Private funds5 as of Jul 1, 2026
Mar 30, 201210 then
RAUM +10% over the last fiscal year+15% a year over threeIARs 17 to 15
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $16BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 944derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $565,670derivedHNW RAUM over HNW clients
- Average account
- $15.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 41%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 30.3derivedItem 5.A over advisors
- Advisors per office
- 3.4derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%derivedbetween the last two annual amendments
- Advisor growth, one year
- -12%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $677M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$104B29%
- Pension and profit-sharing plans$68B19%
- Pooled investment vehicles$59B17%
- State and municipal entities$46B13%
- Corporations and businesses$23B6.5%
- Sovereign wealth funds$20B5.8%
- Insurance companies$20B5.7%
- High-net-worth individuals$13B3.6%
- Charitable organizations$2.2B0.6%
- Other investment advisers$102M0.0%
- Individual clients
- 0reported
- HNW clients
- 22,662reported
- Pension plan clients
- 385reported
- Charitable clients
- 293reported
- Accounts
- 24,675reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $31B managedreported
- Custody of client assets
- $677M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.03 fund_share=0.42 institutional_share=0.41 related_bd=true related_bank=true bd_reps=93.0derived
Advisors registered through the firm
24 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Joseph FussChartered Financial Analyst, Chartered Investment Counselor | Boston , Ma | Jan 2, 1996 | 50 y | 0 |
| Kan Bao Vang | Chicago, Il | Dec 5, 2002 | 28 y | 0 |
| Clifton Vernon RoweChartered Financial Analyst | Boston, Ma | Dec 9, 2002 | 34 y | 0 |
| Neil John MckennaChartered Financial Analyst | Aurora, Co | Jan 13, 2003 | 24 y | 0 |
| Peter Winslow PalfreyChartered Financial Analyst | Boston, Ma | Jan 13, 2003 | 25 y | 0 |
| Richard George Raczkowski | Boston, Ma | Jan 13, 2003 | 25 y | 0 |
| Neil Anthony Burke | Boston, Ma | Sep 28, 2005 | 34 y | 0 |
| John Hyll | Boston, Ma | Oct 18, 2005 | 39 y | 0 |
| Jeremiah C Boyd | Boston, Ma | Mar 17, 2008 | 19 y | 0 |
| Matthew James EaganChartered Financial Analyst | Boston, Ma | Sep 3, 2008 | 29 y | 0 |
| Michael William Dickson | Boston, Ma | Dec 8, 2009 | 34 y | 1 |
| Aziz Veysi HamzaogullariChartered Financial Analyst | Boston, Ma | Jun 25, 2010 | 32 y | 0 |
| Brian Michael Hobin | Boston, Ma | Dec 16, 2011 | 24 y | 2 |
| Kristen L Doyle | Boston, Ma | Feb 22, 2012 | 18 y | 1 |
| Jeffrey Michael SchwartzChartered Financial Analyst | Bloomfield Hills, Mi | May 23, 2012 | 33 y | 1 |
| Christopher Donald Morgen | Boston, Ma | Oct 31, 2018 | 14 y | 2 |
| Andrew James Scheirer | Oakbrook Terrace, Il | Sep 10, 2019 | 19 y | 2 |
| Sean Christopher Kennedy | Boston, Ma | Feb 7, 2020 | 13 y | 1 |
| Kathleen Horigan O'Malley | Boston, Ma | Sep 9, 2021 | 12 y | 1 |
| Colleen Marie Denzler | Boston, Ma | Oct 4, 2022 | 39 y | 1 |
| Michael Charles Skurka | Boston, Ma | Dec 16, 2022 | 28 y | 5 |
| Mary Beth Massillon | Boston, Ma | Oct 26, 2023 | 36 y | 3 |
| David James Beach | San Francisco, Ca | Jan 1, 2025 | 33 y | 0 |
| Michael Patrick Reidy | Boston, Ma | Jan 15, 2026 | 26 y | 2 |
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.3% of current headcount3 left over 36 months
Left, latest
- Katherine Elizabeth Phillips to Aristotle Capital Management, LLCMay 27, 2026 · Other
- Kelly Anne Davidson to Blackrock Investment Management, LLCJan 2, 2026 · Other
- Jessica Mcinnis Hill to Nuveen Asset Management, LLCJul 11, 2025 · Other
- David Gerard Sowerby to Ancora Private Wealth Advisors, LLCAug 28, 2019 · Other
- William J. Averill to Aristotle Capital Management, LLCMay 21, 2015 · Other
- James Lawrence Carroll to Pointe Capital Management LLCOct 2, 2013 · Other
- Karen Lynn Mcclintock to Natixis Advisors, LLCOct 2, 2008 · Other
- Michael Edgar Shade to Boston Financial Trust Advisors, LLCOct 2, 2008 · Other
- Mark Andrew Shank to Natixis Advisors, LLCOct 2, 2008 · Other
- Robert Gilmore Ix to Crestwood Advisors LLCAug 19, 2005 · Other
- Jeffrey William Wardlow to Deroy & Devereaux Private Investment Counsel, Inc.Jul 16, 2004 · Other
- Laree Estes Perez to Deroy & Devereaux Private Investment Counsel, Inc.Oct 23, 2003 · Other
- Michael Joseph Madison to Deroy & Devereaux Private Investment Counsel, Inc.Oct 23, 2003 · Other
Joined, latest
- Michael Patrick Reidy from Thrivent Investment Management Inc.Jan 15, 2026 · Other
- Mary Beth Massillon from John Hancock Investment Management LLCOct 26, 2023 · Other
- Kelly Anne Davidson from Invesco Advisers, Inc.Dec 21, 2022 · Other
- Michael Charles Skurka from American Beacon Advisors, Inc.Dec 16, 2022 · Other
- Colleen Marie Denzler from Smith Capital Investors, LLCOct 4, 2022 · Other
- Kathleen Horigan O'Malley from Bainco International Investors LLCSep 9, 2021 · Other
- Sean Christopher Kennedy from Morgan StanleyFeb 7, 2020 · Other
- Christopher Donald Morgen from Robert W. Baird & Co. IncorporatedOct 31, 2018 · Other
- Katherine Elizabeth Phillips from Wellesley Asset Management, Inc.Feb 6, 2017 · Other
- Jeffrey Michael Schwartz from Palisade Capital Management, LPMay 23, 2012 · Other
- Kristen L Doyle from Wells Fargo AdvisorsFeb 22, 2012 · Other
- Brian Michael Hobin from Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 16, 2011 · Other
- Michael William Dickson from Manning & Napier Advisory Advantage Company, LLCDec 8, 2009 · Other
- Michael Edgar Shade from Columbia Management Advisors, Inc.Feb 1, 2006 · Other
Private funds
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Loomis Sayles Credit Long/Short Fund (Offshore), Ltd.no longer reported | Hedge Fund | $1.8B | 24 | Mar 30, 2012 |
| Loomis Sayles Credit Long/Short Fund, L.P.no longer reported | Hedge Fund | $1.5B | 9 | Mar 30, 2012 |
| Nhit: Core Disciplined Alpha Trust | Other Private Fund | $1.1B | 15 | Nov 21, 2016 |
| Senior Floating Rate Fund LLC | Other Private Fund | $1.1B | 48 | Mar 30, 2012 |
| Loomis Sayles Credit Alpha Master Fund, Ltd.no longer reported | Hedge Fund | $1.0B | 32 | Mar 30, 2012 |
| Loomis Sayles Clo II, Ltd.no longer reported | Securitized Asset Fund | $351M | 5 | May 6, 2014 |
| Loomis Sayles Clo I, Ltd.no longer reported | Securitized Asset Fund | $208M | 10 | Mar 30, 2012 |
| Loomis Sayles Credit Dislocation Master Fund, LPno longer reported | Hedge Fund | $71.2M | 24 | Mar 31, 2021 |
| Sakorum Long/Short Equity Master Fund, Ltd. | Hedge Fund | $49.9M | 19 | Aug 25, 2016 |
| Loomis Sayles Alpha Opportunities Fund, L.P.no longer reported | Hedge Fund | $17.3M | 7 | Mar 30, 2012 |
| Loomis Sayles Long/Short Equity Fund, L.P.no longer reported | Hedge Fund | $14.7M | 19 | Mar 30, 2012 |
| Trikuta Partners Master Fund, Ltd. | Hedge Fund | $10.5M | 7 | Mar 30, 2020 |
| Loomis Sayles Global Energy Long/Short Master Fund, Ltd.no longer reported | Hedge Fund | $10.0M | 15 | Feb 13, 2014 |
| Loomis Sayles Alpha Opportunities Master Fund, Ltd.no longer reported | Hedge Fund | $7.9M | 2 | Mar 30, 2012 |
| Corvid US Long Short Fund, L.P.no longer reported | Hedge Fund | $5.9M | 3 | Jul 1, 2015 |
| Commodities Long Short Master Fund, Ltd.no longer reported | Hedge Fund | $5.5M | 3 | Aug 25, 2016 |
| Loomis Sayles Smid Growth Fund, L.P.no longer reported | Other Private Fund | $1.7M | 14 | Mar 30, 2012 |
| Corvid US Small Cap Fund, L.P.no longer reported | Other Private Fund | $1.5M | 4 | Jul 1, 2015 |
| Town Street High Yield Full Discretion Fund, L.P.no longer reported | Other Private Fund | $185,975 | 1 | Aug 25, 2016 |
| Loomis Sayles Alpha Opportunities Fund, Ltd.no longer reported | Hedge Fund | $0 | 0 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Pramila Agrawal · Director Of General Partnercontrolsince 03/2024 · owns less than 5%
- Patrick Kevin Charleston · President And Chief Executive Officer Of Registrant, Director And Chairman Of General Partnercontrolsince 03/2000 · owns less than 5%
- James Matthew Eagan · Director Of General Partnercontrolsince 02/2019 · owns less than 5%
- Joseph Daniel Fuss · Director Of General Partnercontrolsince 09/1988 · owns less than 5%
- Robert John Gidman · Director Of General Partnercontrolsince 05/2001 · owns less than 5%
- Lawrence David Giunta · Director Of General Partnercontrolsince 05/2017 · owns less than 5%
- Veysi Aziz Hamzaogullari · Director Of General Partnercontrolsince 02/2019 · owns less than 5%
- Kinji Kato · Director Of General Partnercontrolsince 06/2022 · owns less than 5%
- Paul Maurice Leger · Director Of General Partnercontrolsince 02/2019 · owns less than 5%
- George Richard Raczkowski · Director Of General Partnercontrolsince 02/2019 · owns less than 5%
- O'Brien Rebecca Radford · Chief Legal Officer Of Registrant And Director Of General Partnercontrolsince 01/2023 · owns less than 5%
- Bruno Albert Philippe Setbon · Director Of General Partnercontrolsince 01/2024 · owns less than 5%
- Lynn Susan Sieker · Director Of General Partner And Chief Financial Officer Of Registrantcontrolsince 04/2021 · owns less than 5%
- Louis David Waldman · Director Of General Partnercontrolsince 07/2015 · owns less than 5%
- Patrick Donald Ryan · Chief Compliance Officer Of Registrantsince 02/2002 · owns less than 5%
Entity owners
- Loomis, Sayles & Company, Incorporated · General Partner Of Registrantdirect · owns less than 5%
- Natixis Investment Managers, LLC · Limited Partner Of Registrantdirect · owns 75% or more
- Bpce · Shareholderindirect · owns 75% or more of Natixis
- Natixis · Shareholderindirect · owns 75% or more of Natixis Investment Managers
- Natixis Investment Managers · Shareholderindirect · owns 75% or more of Natixis Investment Managers Participations 1
- Natixis Investment Managers Participations 1 · Memberindirect · owns 75% or more of Natixis Investment Managers, LLC
- Natixis Investment Managers, LLC · Shareholderindirect · owns 75% or more of Loomis, Sayles & Company, Incorporated
Related persons
Schedule D 7.A
- Aew Capital Management LPinvestment adviserbankinvestment companynRAUM $3.0B
- Dnca Financeinvestment adviserreal estaten
- Gateway Investment Advisers, LLCinvestment advisernRAUM $12B
- Harris | Oakmarkinvestment adviserbanknRAUM $109B
- Loomis Sayles (Netherlands) B.V.investment advisery
- Loomis Sayles Alpha, LLCpooled vehicle sponsory
- Loomis Sayles Capital Reinvestment advisery
- Loomis Sayles Distributors, L.P.broker-dealery
- Loomis Sayles Investments Asia Pte. Ltd.investment advisery
- Loomis Sayles Investments Limitedinvestment advisery
- Loomis Sayles Trust Company, LLCy
- Mv Credit Partners Llpinvestment advisern
- Natixis Advisors, LLCinvestment adviserbanknRAUM $109B
- Natixis Distribution, LLCbroker-dealern
- Natixis Investment Managers Japan Co., Ltd.broker-dealerinvestment advisern
- Natixis Investment Managers S.A.broker-dealerinvestment advisern
- Natixis Investment Managers Singapore Limitedinvestment advisern
- Natixis Tradex Solutionsbroker-dealerinvestment advisern
- Vaughan Nelson Investment Management, L.P.investment adviserbanknRAUM $12B
Advisers that list Loomis, Sayles & Company, L.P. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Boston, Ma · principal | 19 | 1 | 2 | ||
| Oakbrook Terrace, Il | 2 | 0 | 0 | ||
| Gig Harbor, Wa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Oakbrook Terrace, IL35 employees
- Orinda, CA23 employees
- Bloomfield Hills, MI10 employees
- Minneapolis, MN4 employees
- Gaithersburg, MD3 employees
- Middleburg, VA1 employees
What changed
consecutive filings, newest first
- Accounts · 22,232 to 24,675Sep 24, 2025 to Mar 31, 2026
- Advisory employees · 729 to 728Sep 24, 2025 to Mar 31, 2026
- BD registered reps · 95 to 93Sep 24, 2025 to Mar 31, 2026
- Charity clients · 246 to 293Sep 24, 2025 to Mar 31, 2026
- Corporate clients · 590 to 672Sep 24, 2025 to Mar 31, 2026
- HNW clients · 20,366 to 22,662Sep 24, 2025 to Mar 31, 2026
- Pension plan clients · 370 to 385Sep 24, 2025 to Mar 31, 2026
- Pooled vehicle clients · 117 to 115Sep 24, 2025 to Mar 31, 2026
- Assets in custody · $1.1B to $677MSep 24, 2025 to Mar 31, 2026
- Employees · 729 to 728Sep 24, 2025 to Mar 31, 2026
- State-registered IARs · 17 to 15Sep 24, 2025 to Mar 31, 2026
- Private funds · 4 to 5Sep 24, 2025 to Mar 31, 2026
- Discretionary RAUM · $321B to $356BSep 24, 2025 to Mar 31, 2026
- HNW RAUM · $12B to $13BSep 24, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $30B to $31BSep 24, 2025 to Mar 31, 2026
- Pension RAUM · $66B to $68BSep 24, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $55B to $59BSep 24, 2025 to Mar 31, 2026
- RAUM · $351B to $387BSep 24, 2025 to Mar 31, 2026
- Wrap assets (manager) · $30B to $31BSep 24, 2025 to Mar 31, 2026
- Accounts · 20,445 to 22,232Feb 24, 2025 to Mar 31, 2025
- Advisory employees · 722 to 729Feb 24, 2025 to Mar 31, 2025
- BD registered reps · 97 to 95Feb 24, 2025 to Mar 31, 2025
- Charity clients · 212 to 246Feb 24, 2025 to Mar 31, 2025
- Corporate clients · 521 to 590Feb 24, 2025 to Mar 31, 2025
- HNW clients · 18,739 to 20,366Feb 24, 2025 to Mar 31, 2025
- Pension plan clients · 313 to 370Feb 24, 2025 to Mar 31, 2025
- Pooled vehicle clients · 116 to 117Feb 24, 2025 to Mar 31, 2025
- Assets in custody · $1.0B to $1.1BFeb 24, 2025 to Mar 31, 2025
- Employees · 722 to 729Feb 24, 2025 to Mar 31, 2025
- Financial planning clients · unset to Feb 24, 2025 to Mar 31, 2025
- Discretionary RAUM · $279B to $321BFeb 24, 2025 to Mar 31, 2025
- HNW RAUM · $10B to $12BFeb 24, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $22B to $30BFeb 24, 2025 to Mar 31, 2025
- Pension RAUM · $59B to $66BFeb 24, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $45B to $55BFeb 24, 2025 to Mar 31, 2025
- RAUM · $301B to $351BFeb 24, 2025 to Mar 31, 2025
- Wrap assets (manager) · $22B to $30BFeb 24, 2025 to Mar 31, 2025
- Accounts · 20,030 to 20,445Jan 12, 2024 to Mar 29, 2024
- Advisory employees · 717 to 722Jan 12, 2024 to Mar 29, 2024
- BD registered reps · 100 to 97Jan 12, 2024 to Mar 29, 2024
Signals
23 dated events
- Katherine Elizabeth Phillips left Loomis, Sayles & Company, L.P. for Aristotle Capital Management, Llc (registered 2026-08-14)May 27, 2026 · Advisor changed firm · fact
- Kelly Anne Davidson left Loomis, Sayles & Company, L.P. for Blackrock Investment Management, Llc (registered 2026-01-23)Jan 2, 2026 · Advisor changed firm · fact
- Jessica Mcinnis Hill left Loomis, Sayles & Company, L.P. for Nuveen Asset Management, Llc (registered 2025-09-17)Jul 11, 2025 · Advisor changed firm · fact
- Marie Elaine Stokes (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2024-03-29, absent 2024-07-03)Jul 3, 2024 · Control person left · inference
- Pramila Agrawal (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Mar 29, 2024 · Control person joined · fact
- Frederick John Russell (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2023-06-23, absent 2024-01-12)Jan 12, 2024 · Control person left · inference
- Bruno Albert Philippe Setbon (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Jan 12, 2024 · Control person joined · fact
- Fabrice Timothy Ryan (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2023-06-23, absent 2024-01-12)Jan 12, 2024 · Control person left · inference
- O'Brien Rebecca Radford (Chief Legal Officer Of Registrant And Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Jan 3, 2023 · Control person joined · fact
- Susan Jean Loewenberg (Chief Legal Officer Of Registrant And Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2022-09-26, absent 2023-01-03)Jan 3, 2023 · Control person left · inference
- Kinji Kato (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Jul 15, 2022 · Control person joined · fact
- Jean Raby (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2021-04-27, absent 2021-05-07)May 7, 2021 · Control person left · inference
- F Timothy Ryan (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.May 7, 2021 · Control person joined · fact
- L Susan Sieker (Director Of General Partner And Chief Financial Officer Of Registrant) appeared on Schedule A of Loomis, Sayles & Company, L.P.Apr 27, 2021 · Control person joined · fact
- Francis John Gallagher (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2021-03-31, absent 2021-04-27)Apr 27, 2021 · Control person left · inference
- Jaehoon Park (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2021-03-31, absent 2021-04-27)Apr 27, 2021 · Control person left · inference
- Joseph Paul Sherba (Director Of General Partner And Chief Financial Officer Of Registrant) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2021-03-31, absent 2021-04-27)Apr 27, 2021 · Control person left · inference
- Mills Beverly Bearden (Director Of General Partner) no longer on Schedule A of Loomis, Sayles & Company, L.P. (listed 2021-01-12, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Marie Elaine Stokes (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Mar 29, 2019 · Control person joined · fact
- George Richard Raczkowski (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Mar 29, 2019 · Control person joined · fact
- James Matthew Eagan (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Mar 29, 2019 · Control person joined · fact
- Veysi Aziz Hamzaogullari (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Mar 29, 2019 · Control person joined · fact
- Paul Maurice Leger (Director Of General Partner) appeared on Schedule A of Loomis, Sayles & Company, L.P.Mar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- bvanover@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- chermance@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- cyiannakou@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- eheard@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jbogen@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jmukungu@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- john.meyer@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jpotma@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jsiegel@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- rmadsen@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- tdavock@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- amander@loomissayles.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $16Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026