MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC

RIASEC RegisteredEst. 2007
Total AUM
$48.3B
Discretionary
$40.2B
83% of AUM
Avg account
$268M
Accounts
180
Employees
730
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
145508
Registered since
December 4, 2007
Custodians
STANDARD CHARTERED BANK, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Insurance Companies50.62%
  • Pooled Investment Vehicles39.4%
  • Investment Companies7.31%
  • Banking / Thrift Institutions1.55%
  • Pension & Profit Sharing Plans0.55%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Manulife Investment Management Private Markets (US) LLC is a private-markets manager that runs pooled investment vehicles and institutional mandates across private equity, real estate and hedge fund strategies, with significant fixed‑income capability. The firm serves institutional clients and acts as an investment manager and sponsor of pooled vehicles rather than a pure capital allocator. Its business activities include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and selection of other advisers, and it charges a mix of percentage‑of‑AUM and performance‑based fees. Investment activity emphasizes private-market fund management and direct/private-credit exposures alongside a substantial allocation to investment‑grade fixed income. The firm reports being an active ESG investor, which indicates ESG considerations are integrated into underwriting and ongoing portfolio monitoring for its private markets strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Investment Grade Corp Bonds 57%, Other 18%, Non-Exchange Traded Equities 13%, US Government Bonds 10%, State & Local Bonds 2%, Sovereign Bonds 1%57%
  • Investment Grade Corp Bonds57%
  • Other18%
  • Non-Exchange Traded Equities13%
  • US Government Bonds10%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • JASON PRATT

    Global Chief Compliance OfficerCRD 6214981

Contacts

3 of 7
  • EFFIE GEORGOUNTZOS

    AVPCRD 4300422

  • Vipon Ghai

    Global Head of Private EquityCRD 7204470

  • ANNE VALENTINE ANDREWS

    Managing DirectorCRD 4416956

Unlock 4 more contacts

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
197 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth