AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $35.2 |
Non-Discretionary | $7.4 |
Total | $42.6 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $19.5 |
Institutional | $23.1 |
Total | $42.6 |
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
Custodian | Location | AUM |
---|---|---|
BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $11.3 |
STANDARD CHARTERED BANK HONG KONG LTD | HONG KONG--HKG | $11.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $23.1 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $23.1 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 12% | $2.8 |
Govt Agency | 10% | $2.3 |
Municipal | 2% | $0.5 |
Sovereign | 1% | $0.2 |
IG Credit | 56% | $12.9 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 18% | $4.2 |
Total | 99% | $22.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
JOHN HANCOCK INVESTMENT MANAGEMENT LLC | $202.2 | 105790 | |
MANULIFE INVESTMENT MANAGEMENT (US) LLC | $201.4 | 106435 | |
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | $5.6 | 109641 | |
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS HOLDINGS (US) LLC | $0.0 | - | |
MANULIFE GENERAL ACCOUNT INVESTMENTS (HK) LIMITED | $0.0 | - | |
MANULIFE GENERAL ACCOUNT INVESTMENTS (SINGAPORE) PTE. LTD. | $0.0 | - | |
HELIOS II GP, LP | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT (SINGAPORE) PTE LTD. | $0.0 | - | |
MIF II GP 2, LLC | $0.0 | - | |
MANULIFE CO-INVESTMENT PARTNERS II GP, L.P. | $0.0 | - | |
HANCOCK CAPITAL INVESTMENTS IV, LLC | $0.0 | - | |
JOHN HANCOCK INFRASTRUCTURE CO-INVESTOR MANAGER, LLC, | $0.0 | - | |
MANULIFE STRATEGIC SECONDARIES GP LP | $0.0 | - | |
HANCOCK CAPITAL INVESTMENTS VI LLC | $0.0 | - | |
MANULIFE CAPITAL INVESTMENTS VII GP, LP | $0.0 | - | |
MSSF (LUX) GP | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT LIMITED | $0.0 | - | |
MANULIFE DLF GP, L.P. | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT (TAIWAN) CO. LTD. | $0.0 | - | |
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC | $0.0 | broker-dealer | 28262 |
MANULIFE US REAL ESTATE PRIVATE ACCESS GENERAL PARTNER, INC. | $0.0 | - | |
HCM CO-INVESTMENT OPPORTUNITIES GP LLC | $0.0 | - | |
JOHN HANCOCK INFRASTRUCTURE FUND GP, LLC | $0.0 | - | |
MANULIFE PE PARTNERS GP, L.P. | $0.0 | - | |
MANULIFE SENIOR DEBT FUND-OH GP, LLC | $0.0 | - | |
MANUFACTURERS LIFE REINSURANCE LIMITED | $0.0 | - | |
MANULIFE SENIOR DEBT FUND-OH, GP L.P. | $0.0 | - | |
THE MANUFACTURERS LIFE INSURANCE COMPANY | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT (EUROPE) LIMITED | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
HANCOCK CO-INVESTMENTS GP, LLC | $0.0 | - | |
HI/JH GP LLC | $0.0 | - | |
AZ/JH GP (IL) LLC | $0.0 | - | |
JOHN HANCOCK LIFE & HEALTH INSURANCE COMPANY | $0.0 | - | |
HANCOCK CO-INVESTOR MANAGER LLC | $0.0 | - | |
MANULIFE INDUSTRIAL RECAPITALIZATION AGGREGATOR GP, L.P. | $0.0 | - | |
MANULIFE PE PARTNERS II GP, L.P. | $0.0 | - | |
MANULIFE SENIOR DEBT METRIC FUND GP, L.P. | $0.0 | - | |
MANULIFE SENIOR DEBT FUND - MH GP, LLC | $0.0 | - | |
MSSF (LUX) GP | $0.0 | - | |
MANULIFE CO-INVESTMENT PARTNERS III GP LP | $0.0 | - | |
MANULIFE CO-INVESTMENT PARTNERS III GP (LUXEMBOURG), S.À R.L. | $0.0 | - | |
MANULIFE CO-INVESTMENT PARTNERS III GP LP | $0.0 | - | |
MIF III GP LP | $0.0 | - | |
MIF III GP S.A R.L | $0.0 | - | |
MANULIFE BCFPERS CO-INVESTMENT PARTNERS GP, L.P. | $0.0 | - | |
MANULIFE U.S. REAL ESTATE GP, LLC | $0.0 | - | |
JOHN HANCOCK DISTRIBUTORS LLC | $0.0 | broker-dealer | 5249 |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT DISTRIBUTORS INC. | $0.0 | broker-dealer | - |
MANULIFE (INTERNATIONAL) LIMITED | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT (IRELAND) LIMITED | $0.0 | - | |
HANCOCK CAPITAL INVESTMENTS V, LLC | $0.0 | - | |
MANULIFE IM PM (CAYMAN) GP LTD. | $0.0 | - | |
MANULIFE IM PM (LUX) GP SARL | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT PRIVATE EQUITY AND CREDIT (US) LLC | $0.0 | - | |
MANULIFE (SINGAPORE) PTE. LIMTED | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (CANADA) CORP. | $0.0 | 306318 | |
MANULIFE INSURANCE LABUAN LIMITED | $0.0 | - | |
MIF II GP, SARL | $0.0 | - | |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | $0.0 | - | |
MANULIFE INVESTMENT MANAGEMENT (JAPAN) LIMITED | $0.0 | - | |
MANUFACTURERS FINANCIAL CORPORATION | $0.0 | - | |
MANULIFE REAL ESTATE MANAGEMENT PTE. LTD. | $0.0 | - | |
AZ/JH GP (DC) LLC | $0.0 | - | |
JOHN HANCOCK INFRASTRUCTURE GP LLC | $0.0 | - | |
MANULIFE MPEP FUNDS GP (CANADA) CORP. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
Name | Title |
---|---|
HARTZ, SCOTT, SEARS | DIRECTOR, CHAIRMAN |
PRATT, JASON, MICHAEL | CHIEF COMPLIANCE OFFICER |
NATAUPSKY, JEFFREY, HOWARD | CHIEF FINANCIAL OFFICER |
KNAPP, HEIDI, GAITO | OPERATIONS |
GHAI, VIPON | DIRECTOR |
PETERSON, GERALD, JOHN | DIRECTOR |
TAYLOR-JONES, MICHELLE, MARIE | DIRECTOR |
SULLIVAN, HOWARD, EDWARDS | CHIEF LEGAL OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-08-01 | $42.6 | $0.0 | 0% | 825 | 0 | 0% |
2025-04-21 | $42.6 | $0.0 | 0% | 825 | 0 | 0% |
2024-04-02 | $42.7 | -$0.1 | 0% | 1,086 | -261 | -24% |
2023-04-04 | $38.8 | $3.8 | 10% | 930 | -105 | -11% |
2022-04-01 | $40.3 | $2.3 | 6% | 625 | 200 | 32% |
2021-04-05 | $34.9 | $7.7 | 22% | 607 | 218 | 36% |
2020-04-01 | $23.4 | $19.2 | 82% | 489 | 336 | 69% |
2019-04-01 | $18.5 | $24.0 | 130% | 505 | 320 | 63% |
2018-04-02 | $14.9 | $27.7 | 185% | 509 | 316 | 62% |
2017-04-01 | $12.1 | $30.5 | 251% | 411 | 414 | 101% |
2016-04-01 | $7.5 | $35.1 | 470% | 398 | 427 | 107% |
2015-04-01 | $6.6 | $36.0 | 542% | 417 | 408 | 98% |
2014-04-01 | $5.5 | $37.1 | 669% | 349 | 476 | 136% |
2013-04-01 | $6.1 | $36.5 | 594% | 203 | 622 | 306% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
MA, MA-01/23/2023, TX-01/23/2023 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV