9AT: MANULIFE INVESTMENT MANAGEMENT (US) LLC

other names

Adviser Profile

As of Date	10/04/2024
Adviser Type - Large advisory firm - An investment adviser (or subadviser) to an investment company
Number of Employees	246 -7.52%
of those in investment advisory functions	138 8.66%
Registration	SEC, Approved, 08/04/1992

AUM^*	188,781,027,999 9.01%
of that, discretionary	188,125,363,891 8.95%
Private Fund GAV^*	630,118,396
Avg Account Size	49,561,835 -19.24%
% High Net Worth	2.86% 59.78%
SMA’s	Yes
Private Funds	1
Contact Info	617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Revenue	$8.6 m
Headquarters	197 CLARENDON ST Boston, Massachusetts 02116, US

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FISHER INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund276.6m	Total Private Fund GAV276.6m	AUM298.7b	#Funds4
Adviser LORD, ABBETT & CO. LLC	Hedge Fund73.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.6b	Total Private Fund GAV1.7b	AUM238.8b	#Funds13
Adviser MACKENZIE INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund176.5m	Total Private Fund GAV176.5m	AUM158.2b	#Funds2
Adviser JACKSON NATIONAL ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM246.7b	#Funds-
Adviser HARTFORD FUNDS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund15.5m	Total Private Fund GAV15.5m	AUM128.8b	#Funds3
Adviser GALLIARD CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM85.5b	#Funds3
Adviser INCOME RESEARCH + MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.5b	Total Private Fund GAV9.5b	AUM97.0b	#Funds15
Adviser GQG PARTNERS	Hedge Fund7.4b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund5.3b	Total Private Fund GAV12.7b	AUM120.6b	#Funds6
Adviser RHUMBLINE ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund14.9b	Total Private Fund GAV14.9b	AUM107.6b	#Funds17
Adviser LINCOLN FINANCIAL INVESTMENTS CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund289.5m	Total Private Fund GAV289.5m	AUM85.6b	#Funds3

MANULIFE INVESTMENT MANAGEMENT (US) LLC

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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