Colleen Denzler is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 31 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22,232 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loomis Sayles primarily serves institutional clients and investment funds, not individual investors. They offer investment management through separate accounts, wrap fee programs, and model portfolios. Fees are negotiated and based on a percentage of assets under management, subject to minimum annual fees and account sizes. The specific fees vary depending on the investment style and agreement with the client.
Location
One Financial Center, Boston, MA, 02111-2621
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Colleen is a director at CU Boulder Enterprise Corporation Sub (CUBEC), a for-profit arm of CUBEC that leads Limited Partner of BUFF Fund. This activity requires minimal time.
Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
Smith Capital Investors, LLC
Alps Distributors, INC.Broker
Janus Distributors LLCBroker
American Century Investment Services INC.Broker
Calvert Distributors, INC.Broker
The Advisors Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.