MDT Advisers, A Division of Federated Mdta LLC

RIASEC RegisteredEst. 1997

Total AUM

$25.9B

Discretionary

$25.9B

100% of AUM

Avg account

$11M

Accounts

2,360

Employees

Advisory reps

214

Firm details

Headquarters: Boston, Massachusetts
CRD number: 109355
Registered since: November 13, 1997
Website: www.federatedinvestors.com
Custodians: UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies90.04%
Pooled Investment Vehicles4.56%
Individuals1.95%
HNWI1.87%
Pension & Profit Sharing Plans1.37%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MDT Advisers, A Division of Federated Mdta LLC operates as an SEC-registered advisory arm (registered since 1997) organized as an LLC. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across a range of client types including investment companies and pooled vehicles. MDT Advisers also performs roles consistent with commodity pool operator/commodity trading advisor activity and sponsors or manages pooled investment vehicles. Compensation is primarily a percentage of assets under management, with certain arrangements that include performance-based fees. The firm is not identified as an active ESG investor and lists educational seminars and workshops among its activities.