Private fund adviser · Boston, MA
Manulife Investment Management Timberland and Agriculture Inc
SEC-registered investment adviser · CRD 109641 · SEC 801-57981
At a glance
Manulife Investment Management Timberland and Agriculture Inc is an SEC-registered investment adviser based in Boston, Massachusetts, with $6.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 805th of 4,686 private fund advisers and 1,741st of 17,210 SEC-registered advisers by assets.
Main office 617-747-1600manulifeim.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.7B
- Rank among private fund advisers
- #805 of 4,686
- Rank among all SEC RIAs
- #1,741 of 17,210
- Rank in Massachusetts
- #124 of 627
- Clients
- 20
- Accounts
- 27
- Discretionary
- 58% of AUM
- Employees
- 660
- Advisory staff
- 95
- Offices
- 1
Owners and executives on its Form ADV
- Daniel C. LambertChief Compliance Officer
- Thomas G. SarnoHead of Timberland, Chief Investment Officer
- Vipon GhaiDirector
- Gerald J. PetersonDirector
- Michelle M. Taylor-JonesDirector
- Anne L. Valentine AndrewsChair
- Peta-Gaye M. PrinnChief Legal Officer
- Heidi G. KNAPPOperations
- Brent A. McGowanHead of Agriculture, Chief Investment Officer
- Michele L. ButtChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Manulife Investment Management Timberland and Agriculture Inc is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: John Hancock Investment Management Distributors LLC and Manulife Investment Management Distributors Inc..
- John Hancock Investment Management Distributors LLC ↗CRD 28262
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Manulife Investment Management Distributors Inc.
Its Form ADV brochure (filed March 2026) names John Hancock Investment Management Distributors as the broker-dealer its advisers are registered with.
That person is registered with John Hancock Investment Management Distributors LLC, which is an affiliate of MIMTA.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 13 | $5.2B | 77% |
| State or municipal government entities | 7 | $717M | 11% |
| Insurance companies | – | $371M | 5% |
| Sovereign wealth funds and foreign official institutions | – | $337M | 5% |
| Pension and profit sharing plans | – | $130M | 2% |
Private funds
Manulife Investment Management Timberland and Agriculture Inc reports 4 private funds with $2.3B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Manulife Investment Management Timberland and Agriculture Inc answers yes to 11 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗manulifeim.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 1,202 peers of its type and size
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- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Manulife Investment Management Timberland and Agriculture Inc manage?
Manulife Investment Management Timberland and Agriculture Inc reports $6.7 billion in regulatory assets under management across 27 accounts, 58% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Manulife Investment Management Timberland and Agriculture Inc?
Manulife Investment Management Timberland and Agriculture Inc is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Manulife Investment Management Timberland and Agriculture Inc’s clients?
By assets, its largest client types are pooled investment vehicles ($5.2 billion, 13 clients); state or municipal government entities ($717 million, 7 clients); insurance companies ($371 million).
Does Manulife Investment Management Timberland and Agriculture Inc manage private funds?
Yes. It reports 4 private funds with $2.3 billion in gross assets, including other private funds.
Does Manulife Investment Management Timberland and Agriculture Inc have any disciplinary history?
Manulife Investment Management Timberland and Agriculture Inc answers yes to 11 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Manulife Investment Management Timberland and Agriculture Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →