MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC
Latest filing: Jul 14, 2025 (75 days ago)
AUM
$5,631,492,057
-41% change vs. 1 year ago
5% change vs. 3 years ago
42% change vs. 5 years ago
185% change vs. 10 years ago
Employee Count
650
0% change vs. 1 year ago
0% change vs. 3 years ago
4% change vs. 5 years ago
10% change vs. 10 years ago
Main Office
BOSTON, MA
197 CLARENDON STREET, BOSTON, MA, UNITED STATES, 02116-5010
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.4 |
| Non-Discretionary | $2.2 |
| Total | $5.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.7 |
| Institutional | $2.0 |
| Total | $5.6 |
| 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
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $2.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 60% | $1.2 |
| Cash | 5% | $0.1 |
| Other | 35% | $0.7 |
| Total | 100% | $2.0 |
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 |
|---|---|---|---|
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | $201.4 | 106435 | |
| MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED | $23.4 | 125142 | |
| MANULIFE INVESTMENT MANAGEMENT DISTRIBUTORS INC. | $0.0 | broker-dealer | - |
| MANUFACTURERS LIFE INSURANCE COMPANY | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | $0.0 | - | |
| JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC | $0.0 | broker-dealer | 28262 |
| MANULIFE INVESTMENT MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (SINGAPORE) PTE LTD | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (JAPAN) LIMITED | $0.0 | - | |
| JOHN HANCOCK NATURAL RESOURCE CORPORATION | $0.0 | - | |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (EUROPE) LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| LAMBERT, DANIEL, CHRISTOPHER | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER |
| WILLIAMS, OLIVER, SPENCER | HEAD OF AGRICULTURE, CHIEF INVESTMENT OFFICER |
| HARTZ, SCOTT, SEARS | CHAIRMAN |
| MUNDY, PATRICIA, WALL | SENIOR VICE PRESIDENT, GENERAL COUNSEL |
| SARNO, THOMAS, GERALD | HEAD OF TIMBERLAND, CHIEF INVESTMENT OFFICER |
| GHAI, VIPON | DIRECTOR |
| PETERSON, GERALD, JOHN | DIRECTOR |
| TAYLOR-JONES, MICHELLE, MARIE | 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 | $5.6 | $0.0 | 0% | 650 | 0 | 0% |
| 2025-04-21 | $5.6 | $0.0 | 0% | 650 | 0 | 0% |
| 2024-04-02 | $9.5 | -$3.8 | -41% | 650 | 0 | 0% |
| 2023-04-04 | $6.1 | -$0.4 | -7% | 650 | 0 | 0% |
| 2022-04-01 | $5.4 | $0.2 | 5% | 650 | 0 | 0% |
| 2021-04-05 | $5.0 | $0.7 | 13% | 650 | 0 | 0% |
| 2020-04-01 | $4.0 | $1.7 | 42% | 627 | 23 | 4% |
| 2019-04-01 | $4.1 | $1.5 | 36% | 585 | 65 | 11% |
| 2018-04-02 | $4.0 | $1.7 | 42% | 553 | 97 | 18% |
| 2017-04-01 | $2.1 | $3.5 | 165% | 540 | 110 | 20% |
| 2016-04-01 | $1.4 | $4.3 | 310% | 565 | 85 | 15% |
| 2015-04-01 | $2.0 | $3.7 | 185% | 590 | 60 | 10% |
| 2014-04-01 | $1.5 | $4.1 | 274% | 482 | 168 | 35% |
| 2013-04-01 | $4.9 | $0.8 | 16% | 379 | 271 | 72% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
REP BROKER DEALER COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV