Amundi Investment Advisors Usa LLC (New York)


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.