Amundi US

Registered investment adviser · Boston, MA · CRD #334151

Form ADV data as of 2026-09-01

Regulatory assets

$1.13 billion

Total accounts

Employees

Disclosure events

Firm details

Telephone: (617)-885-0250
SEC file number: 801-131764
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 11 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
Another regulator denied, suspended, or revoked a registration or restricted activity

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.13 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$1.13 billion
Discretionary accounts	2
Non-discretionary accounts	0
Total accounts	2
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	32
Employees performing investment advisory functions (including research)	17
Employees who are registered representatives of a broker-dealer	6
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institution

Client types

Type of client	Clients	Assets
Other investment advisers	1	Not reported
Corporations or other businesses not listed above	2	$1.13 billion