New Orleans is home to a growing financial services industry, with several notable investment management firms based in the city. As a major port city with historical importance in shipping and trade, New Orleans has long been a hub for business and finance. In recent years, favorable tax policies, business incentives, and a low cost of living have attracted investment firms and money managers to open offices in New Orleans. Here is an introduction to 4 of the top investment companies in New Orleans.
PanAgora Asset Management – A major quantitative investment firm
PanAgora Asset Management is one of the leading quantitative investment firms in New Orleans. Founded in 1989 and headquartered in New Orleans, PanAgora manages over $65 billion in assets for institutional investors worldwide. The firm utilizes sophisticated quantitative techniques and mathematical models to construct portfolios and manage risk. PanAgora offers a range of investment strategies including equity, fixed income, risk parity, and alternatives. The firm has research offices in Boston, New York and San Francisco in addition to the New Orleans headquarters.
Shellpoint Partners – Real estate investment manager founded by finance veterans
Shellpoint Partners is a real estate investment manager based in New Orleans. Founded in 2005, Shellpoint invests in multifamily apartments, manufactured housing communities, single-family residential, and commercial real estate. The firm pursues value-add and opportunistic real estate investments across the U.S. Shellpoint was founded by a group of seasoned real estate finance executives and has grown to over $14 billion in assets under management. The firm’s leaders have decades of experience in real estate finance, investments, capital markets, and asset management.
Huntington Asset Advisors – Investment subsidiary of regional bank holding company
Huntington Asset Advisors is the investment management arm of Huntington Bancshares, a large regional bank holding company based in Columbus, Ohio. Huntington Asset Advisors has its headquarters office in New Orleans and additional offices in Ohio, Michigan, Pennsylvania, and Texas. The firm provides investment solutions for individual and institutional investors including equities, fixed income, liquid alternatives, and customized portfolios. Huntington Asset Advisors manages over $25 billion in assets with a focus on personalized service and customized portfolios.
Breckinridge Capital Advisors – Fixed income manager with municipal bond expertise
Breckinridge Capital Advisors is a fixed income investment management firm founded in 1993 and headquartered in New Orleans. The firm manages portfolios for pension plans, endowments, foundations, and other institutional investors, with a focus on high quality bonds. Breckinridge has particular expertise in municipal bonds and sustainable fixed income strategies integrating ESG factors. The firm oversees $45 billion in assets under management. Breckinridge’s investment philosophy emphasizes managing risk, diversification, and downside protection.
New Orleans has emerged as a hub for investment management and financial services companies. Major firms like PanAgora Asset Management, Shellpoint Partners, Huntington Asset Advisors, and Breckinridge Capital Advisors manage billions in client assets from their New Orleans offices. The city offers a business-friendly environment, experienced talent pool, and geographic convenience attracting investment firms.