MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED
Latest filing: Mar 28, 2025 (183 days ago)
AUM
$23,393,111,500
17% change vs. 1 year ago
40% change vs. 3 years ago
83% change vs. 5 years ago
-78% change vs. 10 years ago
Employee Count
421
-3% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
141% change vs. 10 years ago
Main Office
TORONTO, ON,
200 BLOOR STREET EAST, TORONTO, ON, , CANADA, M4W 1E5
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $18.7 |
| Non-Discretionary | $4.7 |
| Total | $23.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $18.7 |
| Institutional | $4.7 |
| Total | $23.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $4.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.7 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $4.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 88% | $4.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.3 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 2% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $4.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| JOHN HANCOCK INVESTMENT MANAGEMENT LLC | $202.2 | 105790 | |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | $201.4 | 106435 | |
| JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | $67.6 | 16009 | |
| MANULIFE INVESTMENT MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | $0.0 | - | |
| JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC | $0.0 | broker-dealer | 28262 |
| MANULIFE FINANCIAL CORPORATION | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT DISTRIBUTORS INC. | $0.0 | broker-dealer | - |
| MANULIFE INVESTMENT MANAGEMENT (EUROPE) LIMITED | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (TAIWAN) CO., LTD | $0.0 | - | |
| JOHN HANCOCK LIFE & HEALTH INSURANCE COMPANY | $0.0 | - | |
| JOHN HANCOCK TRUST COMPANY LLC | $0.0 | trust company | - |
| MANULIFE INVESTMENT MANAGEMENT (SINGAPORE) PTE. LTD. | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT LIMITED | $0.0 | - | |
| JOHN HANCOCK DISTRIBUTORS LLC | $0.0 | broker-dealer | 5249 |
| THE MANUFACTURERS LIFE INSURANCE COMPANY | $0.0 | - | |
| MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC | $0.0 | broker-dealer | 150842 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| WALKER, CHRISTOPHER, MICHAEL | CHIEF COMPLIANCE OFFICER |
| CHAGNON, YANIC | DIRECTOR |
| BOURRET, ELISE | DIRECTOR |
| BOGLE, JAMES, WILLIAM | CHIEF FINANCIAL OFFICER |
| ZERILLI, LEONARDO, MANUEL | PRESIDENT AND CHIEF EXECUTIVE OFFICER |
| HAYES, REBECCA, ROSE | GENERAL COUNSEL AND SECRETARY |
| SETHI, MAMTA, SURI | NON-EXECUTIVE DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $23.4 | $0.0 | 0% | 421 | 0 | 0% |
| 2025-04-21 | $23.4 | $0.0 | 0% | 421 | 0 | 0% |
| 2024-04-02 | $19.9 | $3.5 | 17% | 435 | -14 | -3% |
| 2023-04-04 | $13.5 | $9.9 | 73% | 395 | 26 | 7% |
| 2022-04-01 | $16.7 | $6.7 | 40% | 0 | 0 | 0% |
| 2021-04-05 | $14.1 | $9.3 | 66% | 0 | 0 | 0% |
| 2020-04-01 | $12.8 | $10.6 | 83% | 0 | 0 | 0% |
| 2019-04-01 | $11.2 | $12.2 | 109% | 0 | 0 | 0% |
| 2018-04-02 | $98.5 | -$75.1 | -76% | 0 | 0 | 0% |
| 2017-04-01 | $96.2 | -$72.8 | -76% | 0 | 0 | 0% |
| 2016-04-01 | $98.1 | -$74.7 | -76% | 0 | 0 | 0% |
| 2015-04-01 | $105.7 | -$82.3 | -78% | 175 | 246 | 141% |
| 2014-04-01 | $106.8 | -$83.4 | -78% | 175 | 246 | 141% |
| 2013-04-01 | $94.2 | -$70.8 | -75% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV