Amundi Investment Solutions Americas LLC (New York)

Name: Amundi Investment Solutions Americas LLC
Address: 1301 Avenue Of The Americas, New York, NY, 10019
Telephone: 212-603-5000

Amundi Investment Solutions Americas LLC is a large advisory firm based in New York. It manages $1.59 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2010.

Amundi Investment Solutions Americas provides 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.

Amundi Investment Solutions Americas: assets under management

The assets under management (AUM) of Amundi Investment Solutions Americas LLC is $1.59 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.59 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Amundi Investment Solutions Americas LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Amundi Investment Solutions Americas LLC

Amundi Alternative Investments Holding joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mary Pearse	Chief financial officer	1 Oct 2005	Other	5429679
Daniel Jason Rayman	General counsel	1 Sep 2006	Other	5236240
Didier Centis	Chief operating officer	1 Dec 2006	Other	5315747
Jean Francis Lopez De Valdivia	Deputy ceo	1 Jun 2007	Other	1895346
Amundi Investment Solutions Americas Holding Inc.	Owner	1 Dec 2007	75% - 100%	20-5278250
Samantha Rick	Chief compliance officer	1 Mar 2008	Other	2595462
Laurent Guillet	Deputy chief executive officer	1 Apr 2008	Other	5337298
Andrew Peter Watson	Chief executive officer	1 Apr 2010	Other	5455494

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Amundi Group	Shareholder	1 Nov 1978	75% - 100%	foreign
Amundi Investment Solutions	Shareholder	1 Sep 2006	75% - 100%	foreign
Amundi S.A.	Shareholder	1 Sep 2006	75% - 100%	foreign
Credit Agricole S.A.	Shareholder	1 Sep 2006	75% - 100%	foreign
Sas Rue La Boetie	Owner	1 Sep 2006	50% - 75%	foreign
Amundi	Shareholder	1 Apr 2007	75% - 100%	foreign
Credit Agricole Asset Management Financial Solutions	Shareholder	1 Jun 2009	50% - 75%	foreign
Amundi Alternative Investments Holding	Shareholder	1 Jan 2011	75% - 100%	foreign

Based in New York

The principal office where Amundi Investment Solutions Americas 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. 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 212-603-5002. 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-is.com.