MANULIFE INVESTMENT MANAGEMENT (US) LLC
Latest filing: Jul 22, 2025 (67 days ago)
AUM
$201,358,536,273
7% change vs. 1 year ago
-9% change vs. 3 years ago
-1% change vs. 5 years ago
22% change vs. 10 years ago
Employee Count
270
10% change vs. 1 year ago
1% change vs. 3 years ago
-2% change vs. 5 years ago
8% change vs. 10 years ago
Main Office
BOSTON, MA
197 CLARENDON ST, BOSTON, MA, UNITED STATES, 02116
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $200.7 |
| Non-Discretionary | $0.7 |
| Total | $201.4 |
| Client | AUM |
|---|---|
| Retail | $1.3 |
| Pooled | $166.6 |
| Institutional | $33.5 |
| Total | $201.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 3,455 | $1.1 |
| Average Individual AUM | $314,708 | |
| HNW | 138 | $0.2 |
| Average HNW AUM | $1,705,096 | |
| Retail Total | 3,593 | $1.3 |
| Average Retail AUM | $368,110 |
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 | $14.2 |
| THE BANK OF NEW YORK MELLON CORPORATION | NEW YORK-NY-USA | $4.8 |
| NORTHERN TRUST CORPORATION | CHICAGO-IL-USA | $3.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $34.8 |
| Retail SMA AUM | $1.3 |
| Institutional SMA AUM | $33.5 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 31% | $10.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 13% | $4.5 |
| Municipal | 2% | $0.7 |
| Sovereign | 3% | $1.0 |
| IG Credit | 32% | $11.1 |
| HY Credit | 3% | $1.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 11% | $3.8 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.3 |
| Other | 4% | $1.4 |
| Total | 100% | $34.8 |
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 | |
| JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | $67.6 | 16009 | |
| MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED | $23.4 | 125142 | |
| MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | $5.6 | 109641 | |
| JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | $2.0 | 174433 | |
| THE MANUFACTURERS LIFE INSURANCE CO. (PHILS.), INC. | $0.0 | - | |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | $0.0 | - | |
| MANULIFE FINANCIAL CORPORATION | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT LIMITED | $0.0 | - | |
| THE MANUFACTURERS LIFE INSURANCE COMPANY | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (SINGAPORE) PTE LTD | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (TAIWAN) CO., LTD | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT DISTRIBUTORS INC. | $0.0 | broker-dealer | - |
| JOHN HANCOCK LIFE AND HEALTH INSURANCE COMPANY | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (M) BERHAD | $0.0 | - | |
| JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC | $0.0 | broker-dealer | 28262 |
| JOHN HANCOCK DISTRIBUTORS LLC | $0.0 | broker-dealer | 5249 |
| JOHN HANCOCK TRUST COMPANY LLC | $0.0 | trust company | - |
| MANULIFE INVESTMENT MANAGEMENT (IRELAND) LIMITED | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (JAPAN) LIMITED | $0.0 | - | |
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT (EUROPE) LIMITED | $0.0 | - | |
| MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | $0.0 | - | |
| MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC | $0.0 | broker-dealer | 150842 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| LANDERS, DIANE, ROBIN | PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR |
| FLANAGAN, CAROLYN, MARIE | VICE PRESIDENT, SECRETARY, GENERAL COUNSEL |
| CONKEY, CHRISTOPHER, PAUL | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR |
| ARNOTT, ANDREW, GRANT | DIRECTOR |
| DONAHUE, PAUL, MARTIN | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER |
| DAMATO, KENNETH | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER |
| NATAUPSKY, JEFFREY, HOWARD | CHIEF FINANCIAL OFFICER, CONTROLLER, TREASURER |
| CARRINGTON, PATRICIA, MAJELLA | 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 | $201.4 | $0.0 | 0% | 270 | 0 | 0% |
| 2025-04-21 | $201.4 | $0.0 | 0% | 270 | 0 | 0% |
| 2024-04-02 | $188.8 | $12.6 | 7% | 246 | 24 | 10% |
| 2023-04-04 | $173.2 | $28.2 | 16% | 266 | 4 | 2% |
| 2022-04-01 | $220.7 | -$19.4 | -9% | 267 | 3 | 1% |
| 2021-04-05 | $214.2 | -$12.8 | -6% | 266 | 4 | 2% |
| 2020-04-01 | $203.1 | -$1.7 | -1% | 275 | -5 | -2% |
| 2019-04-01 | $182.4 | $18.9 | 10% | 269 | 1 | 0% |
| 2018-04-02 | $206.4 | -$5.0 | -2% | 215 | 55 | 26% |
| 2017-04-01 | $185.7 | $15.6 | 8% | 244 | 26 | 11% |
| 2016-04-01 | $166.2 | $35.2 | 21% | 287 | -17 | -6% |
| 2015-04-01 | $164.6 | $36.8 | 22% | 250 | 20 | 8% |
| 2014-04-01 | $158.7 | $42.6 | 27% | 244 | 26 | 11% |
| 2013-04-01 | $134.6 | $66.7 | 50% | 241 | 29 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-03/30/2017, AL-03/30/2017, AR-01/31/1994, AZ-03/30/2017, CA-03/30/2017, CO-07/26/2001, CT-03/30/2017, DC-03/08/1994, DE-03/30/2017, FL-03/30/2017, GA-03/30/2017, HI-03/30/2017, IA-03/30/2017, ID-03/30/2017, IL-07/16/1993, IN-03/30/2017, KS-03/30/2017, KY-05/28/1993, LA-03/30/2017, MA-11/29/2002, MD-06/10/1993, ME-03/30/2017, MI-03/30/2017, MN-03/30/2017, MO-04/23/1993, MS-03/30/2017, MT-03/30/2017, NC-02/28/2001, ND-03/30/2017, NE-03/30/2017, NH-03/29/2016, NJ-04/19/2016, NM-05/22/1998, NV-03/30/2017, NY-06/01/1993, OH-04/14/1999, OK-03/29/2016, OR-03/30/2017, PA-04/19/1993, RI-03/30/2017, SC-03/30/2017, SD-03/30/2017, TN-03/30/2017, TX-06/08/1993, UT-03/30/2017, VA-03/29/2016, VT-03/30/2017, WA-03/30/2017, WI-03/30/2017, WV-03/30/2017, WY-03/30/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV