Mirova Us LLC (Boston)

Mirova Us LLC is a large advisory firm based in Boston. It manages $808.82 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.

Mirova Us provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and model delivery. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mirova Us: assets under management

The assets under management (AUM) of Mirova Us LLC is $808.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $653.66 million of the total AUM is attributable to clients outside of the United States.

The firm manages $808.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mirova Us 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.

What kind of clients Mirova Us serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Mirova Us is pooled investment vehicles with 1 clients and $653.66 million of assets under management. Among the 10 most similar advisory firms, Mirova Us has the 5th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $808.82 million for 14 clients. 7% of the firm’s clients are foreign persons or businesses.

Mirova Us doesn't advise any private funds.

Careers at Mirova Us LLC

The company employs 33 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Mirova joined the executive team most recently as the Shareholder, Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jens Dirk Peers	Chief executive officer	1 Dec 2018	Other	6740174
Amber Dawn Baker	Deputy chief executive officer, cco, clo	1 Dec 2018	Other	xxx-xx-xxxx
Mirova	Shareholder, member	1 Dec 2018	75% - 100%	foreign entity
Mirova	Shareholder, member	1 Mar 2019	75% - 100%	foreign entity

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Natixis	Shareholder	1 Nov 2006	75% - 100%	foreign entity
Bpce	Shareholder	1 Jul 2009	50% - 75%	foreign entity
Natixis Investment Managers	Shareholder	1 Dec 2018	75% - 100%	foreign entity
Natixis Investment Managers Participations 1	Shareholder	1 Dec 2018	75% - 100%	foreign entity

Based in Boston

The principal office where Mirova Us LLC performs its advisory services is located at 888 Boylston Street, Boston, MA 02199 8197, 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 857-305-6333. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.