MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIASEC RegisteredEst. 1992

Total AUM

$228B

Discretionary

$228B

100% of AUM

Avg account

$46.9M

Accounts

4,861

Employees

267

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 106435
Registered since: August 4, 1992
Website: www.manulifeim.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLOW CORPORATION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies63.95%
Pooled Investment Vehicles19.78%
Insurance Companies6.86%
Sovereign Wealth Funds2.37%
State / Municipal Government2.33%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Manulife Investment Management (US) LLC operates as the U.S. investment-management arm of the Manulife group (organized as a limited liability company and SEC-registered since 1992). The firm serves both individual/family and institutional clients and functions as a capital allocator that also sponsors and manages pooled investment vehicles. Its advisory mandate covers separate accounts, pooled funds, and selection of sub-advisers, and it is active as a commodity pool operator/commodity trading adviser as well. The firm charges clients on a percentage-of-AUM basis and may apply performance-based fees. It identifies itself as an active ESG investor and integrates environmental, social, and governance considerations into its investment activity. Industry relationships are broad: the firm is affiliated with broker-dealers, trust companies, insurers, banks/thrifts, and participates as sponsor or GP of pooled structures.