Amundi Investments Usa, LLC (New York)


Amundi Investments Usa, LLC is a large advisory firm based in New York. It manages $868.89 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.

Amundi Investments Usa provides portfolio management for investment companies, 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 Investments Usa: assets under management

The assets under management (AUM) of Amundi Investments Usa, LLC is $868.89 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $384.95 million in discretionary accounts and $483.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.99 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $483.94 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amundi Investments 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Amundi Group Shareholder 1 Nov 1978 75% - 100% foreign
Credit Agricole Asset Management S.A. Shareholder 1 Nov 1978 75% - 100% foreign
Sas Rue La Boetie Shareholder 1 Sep 2006 50% - 75% foreign
Societe Generale Shareholder 1 Jan 2010 25% - 50% foreign
Amundi Shareholder 1 Jul 2011 25% - 50% foreign
Amundi Alternative Investments Holding Shareholder 1 Jul 2011 50% - 75% foreign

Based in New York

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

You can reach the main office by calling the phone number 212-603-5000 or by fax 212-603-5001. The normal business hours are 8:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.amundi-ai.com.