Amundi Investment Advisors Usa LLC (New York)

Name: Amundi Investment Advisors Usa LLC
Address: 1301 Avenue Of The Americas, New York, NY, 10019 6022
Telephone: 212-603-5008

Amundi Investment Advisors Usa LLC is a large advisory firm based in New York. It manages $192.52 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Amundi Investment Advisors Usa provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Amundi Investment Advisors Usa: assets under management

The assets under management (AUM) of Amundi Investment Advisors Usa LLC is $192.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $192.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amundi Investment Advisors Usa LLC for their services and products based on a percentage of assets under management and performance-based 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 Amundi Investment Advisors Usa LLC

Inc. European Partners In Emerging Markets joined the executive team most recently as the Direct Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Ruth Smith	Chief compliance officer	1 Nov 2007	Other	5506665
Mary Ruth Smith	Secretary	1 Feb 2009	Other	5506665
Francis Verpoucke	Deputy chief executive officer and head of sales	1 Feb 2009	Other	5517645
Keith Hundley May	Senior officer market development	1 Mar 2010	Other	4021950
Stephane Guillaume Detobel	Managing director	1 Mar 2010	Other	5506662
Francis Verpoucke	Managing director	1 Mar 2010	Other	5517645
Ulf Wollmar Nofelt	Senior institutional sales officer	1 Mar 2010	Other	1991942
Edward Philip Deignan	Chief financial officer	1 Mar 2010	Other	4597976
Patrick Robert Pagni	Chief executive officer	1 May 2011	Other	4570328
Inc. European Partners In Emerging Markets	Direct owner	1 Jan 2012	75% - 100%	51-0304614

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Amundi Group	Shareholder	1 Nov 1978	75% - 100%	foreign entity
Sas Rue La Boetie	Shareholder	1 Nov 2001	50% - 75%	foreign entity
Credit Agricole Sa	Shareholder	1 Jul 2004	75% - 100%	foreign entity
Amundi	Shareholder	1 Jan 2008	75% - 100%	foreign entity

Based in New York

The principal office where Amundi Investment Advisors Usa LLC performs its advisory services is located at 1301 Avenue Of The Americas, New York, NY 10019 6022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-603-5008 or by fax 212-603-5002. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.amundi.com applicant will be referenced on website of parent company amundi.