John Hancock Investment Management LLC

RIASEC RegisteredEst. 1971
Total AUM
$212B
Discretionary
$212B
100% of AUM
Avg account
$1.7B
Accounts
126
Employees
357
Advisory reps
175

Firm details

Headquarters
Boston, Massachusetts
CRD number
105790
Registered since
December 12, 1971
Custodians
AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

John Hancock Investment Management LLC is a SEC-registered investment adviser organized as a limited liability company and first registered in 1971. It is classified as an institutional RIA that primarily serves institutional clients while also providing portfolio management for individuals, small businesses, and investment companies. The firm charges fees based on a percentage of assets under management and is identified as a CPO/CTA in its business activities. The firm maintains a range of industry roles and affiliations—broker‑dealer relationships, trust company and insurance company connections, and sponsorship or GP/manager roles for pooled investment vehicles and limited partnerships. It is not described as an active ESG investor, nor as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Matthew Miskin

    Matthew Miskin

    Co-Chief Investment StrategistCRD 5008522

  • Kristie Feinberg

    Kristie Feinberg

    President and CEOCRD 3162040

  • Betsy Seel

    Chief Legal CounselCRD 4469605

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Contacts

3 of 171
  • Brendan Burke

    Brendan Burke

    Internal Business ConsultantCRD 5836602

  • David Smith

    David Smith

    Registered RepresentativeCRD 5852786

  • Robert Umberger

    Registered RepresentativeCRD 5165875

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
200 Berkeley St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth