Amundi Alternative Investments LLC (New York)


Amundi Alternative Investments LLC is a large advisory firm based in New York. It manages $4.11 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2011.

Amundi Alternative Investments provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Alternative Investments: assets under management

The assets under management (AUM) of Amundi Alternative Investments LLC is $4.11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.11 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $513.75 million each.

Fees & Commissions

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

Patrick Robert Pagni joined the executive team most recently as the Co Chief Executive Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Laurent Francis Guillet Chief executive officer 1 Apr 2011 Other 5337298
Didier Centis Chief operating officer 1 Apr 2011 Other 5315747
Mary Ita Pearse Chief financial officer 1 Apr 2011 Other 5429679
Daniel Jason Rayman General counsel 1 Apr 2011 Other 5236240
Samantha Rick Chief compliance officer 1 Apr 2011 Other 2595462
Inc. European Partners In Emerging Markets Shareholder 1 Jul 2011 75% - 100% 51-0304614
Inc. Amundi Usa Shareholder 1 Jul 2011 75% - 100% 51-0304614
Patrick Robert Pagni Co-chief executive officer 1 Apr 2012 Other 4570328

Indirect Owners

The SEC currently registers 7 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
Credit Agricole Asset Management S.A. Shareholder 1 Sep 2006 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 Alternative Investments 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 212-603-5001. 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.