Ixis Asset Management Advisors, L.P. (Boston)

Ixis Asset Management Advisors, L.P. is a large advisory firm based in Boston. It manages $17.63 billion of regulatory assets for 29,306 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Ixis Asset Management Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ixis Asset Management Advisors: assets under management

The assets under management (AUM) of Ixis Asset Management Advisors, L.P. is $17.63 billion. The firm's AUM has grown by 192% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.49 billion in discretionary accounts and $133.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $598.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.03 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ixis Asset Management Advisors, L.P. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ixis Asset Management Advisors, L.P.

John Thomas Hailer has been acting as President since 1 Apr 2000. David Anthony Vallon joined the executive team most recently as the Vice President (Vp), Chief Compliance Officer (Cco).

Direct owners and executive officers

Indirect Owners

The SEC currently registers 30 indirect owners.

Based in Boston

The principal office where Ixis Asset Management Advisors, L.P. performs its advisory services is located at 399 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in Pasadena, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-449-2900 or by fax 617-449-2847. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.cdcnvestfunds.com.

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