# Loomis, Sayles & Company: portfolio, investments and team

> Loomis, Sayles & Company is a hedge fund based in United States. 1 investment on record, 1 in the last 12 months, latest Oct 2026.

Source: https://millionrounds.com/fund/loomis-sayles-and-company (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Loomis, Sayles & Company

Last cheque observed Oct 2026; 1 cheques on record.

Deploying now New fund $35M, Mar 2021 Hedge fund

Growth

Deploying now

**100%** of best year **1** **cheques in 12 months**, 1 on record

Since the last cheque **18** days **00** hrs **00** min **00** sec

Median round **$5.0B** Rounds led **0 of 1**

Pitch Loomis, Sayles & Company

## Loomis, Sayles & Company highlights

- 01 1 cheques in the last 12 months
- 02 Mostly Debt: 100% of its rounds

## What they do

- **Type:** Hedge fund (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Growth
- **Based in:** Boston, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2026** 1 round
- **Oct** **[Waymo](https://millionrounds.com/company/waymo)** Debt · US · Firms' own news pages **$5.0B** With 12 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **24 named**

AV **Aziz Veysi Hamzaogullari** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

BM **Beverly M. Bearden** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

DJ **Daniel Joseph Fuss** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

DL **David Lawrence Giunta** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

DL **David Louis Waldman** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

DP **Donald Patrick Ryan** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

EM **Elaine M. Stokes** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JP **Jaehoon Patrick Park** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JS **Jean Susan Loewenberg** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JT **Jean Thomas Raby** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JF **John F. Russell** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JF **John Francis Gallagher** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JF **John Francis Gallagher, III** Director i Filing they signed

JR **John Robert Gidman** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

JT **John Thomas Hailer** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

KP **Kevin Patrick Charleston** President and Chief Executive Officer of Registrant, Director and Chairman of General Partner i Form ADV

KK **Kinji Kato** Director of General Partner i Form ADV

LC **Lauriann Crandall Kloppenburg** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

ME **Mark Edward Smith** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

MJ **Matthew James Eagan** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

MP **Maurice Paul Leger** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

PJ **Paul J. Sherba** DIRECTOR OF THE GENERAL PARTNER OF LOOMIS, SAYLES & COMPANY, L.P. i Filing they signed

PB **Philippe Bruno Albert Setbon** Director of General Partner i Form ADV

PP **Pierre Patrick Servant** Director of the General Partner of Loomis, Sayles & Company, L.P. i Filing they signed

We also hold **35** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$387B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** LOOMIS, SAYLES &amp; COMPANY, L.P.
- **SEC number:** CRD 105377

Funds on its Form ADV

**4** private funds, **$2.3B** in gross assets · filed Jul 2024

Hedge **2** Long only private fund **1** Senior loan fund **1**

- Nhit: Core Disciplined Alpha Trust *Long only private fund* 15 investors $1.1B
- Senior Floating RATE Fund LLC *Senior loan fund* 48 investors $1.1B
- Sakorum LONG/Short Equity Master Fund, LTD. *Hedge* 19 investors $50M
- Trikuta Partners Master Fund, LTD. *Hedge* 7 investors $11M

## What they claim to have backed

From their own portfolio page (on their website)

**0** of 2 we have independently watched raise

BrokerCheck Machine Readable Files

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

New fund on file

**$35M**

raised in Mar 2021

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Growth

Median round joined **$5.0B** the round, not its cheque

Led 0 of 1 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Oct 2026

Rounds by stage said on their site

- Debt *1*
- Growth said *-*

Cheques by month Led Joined

Nov 2023 Oct 2026

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## Recently backed

The latest companies Loomis, Sayles & Company put money into.

[**Waymo** $5.0B · Oct 2026](https://millionrounds.com/company/waymo)

## Quick answers about Loomis, Sayles & Company

### What does Loomis, Sayles & Company invest in?

Loomis, Sayles & Company invests most often at Debt (100% of the rounds on record).

### How active is Loomis, Sayles & Company?

1 investments on record, 1 of them in the last 12 months. The most recent was in Oct 2026.

### What has Loomis, Sayles & Company invested in recently?

Its most recent investments on record: Waymo (Debt, Oct 2026).

### How big are Loomis, Sayles & Company's cheques?

The median round it joins is $5.0B.

### Is Loomis, Sayles & Company investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### What kind of investor is Loomis, Sayles & Company?

Loomis, Sayles & Company is a hedge fund based in Boston, United States.

### How much does Loomis, Sayles & Company manage?

About $387B, as regulatory assets under management (Oct 2026).

### Has Loomis, Sayles & Company raised a new fund?

Its latest fund filing with the SEC was in Mar 2021, reporting $35M raised.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=loomis-sayles-and-company) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=loomis-sayles-and-company)
