Asset manager · Boston, MA
Manulife Investment Management (US) LLC
SEC-registered investment adviser · CRD 106435 · SEC 801-42023
At a glance
Manulife Investment Management (US) LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $228.0 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is investment companies, and it reports 3,524 individual clients. By Form ADV it is a asset manager, ranked 66th of 3,218 asset managers and 111th of 17,210 SEC-registered advisers by assets.
Main office 617-375-1500manulifeim.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $228B
- Rank among asset managers
- #66 of 3,218
- Rank among all SEC RIAs
- #111 of 17,210
- Rank in Massachusetts
- #11 of 627
- Individual clients
- 3,524
- High-net-worth clients
- 151
- Accounts
- 4,861
- Discretionary
- 100% of AUM
- Employees
- 267
- Advisory staff
- 146
- Offices
- 2
Owners and executives on its Form ADV
- Diane R. LandersPresident and Chief Operating Officer and Director
- Paul M. DonahueVice President, Chief Compliance Officer
- Kenneth DamatoVice President, Chief Administrative Officer
- WILLIAM A. AUGERDirector
- Andrew J. McFetridgeDirector
- Melissa GambleDirector
- Rebecca R. HayesAssistant General Counsel
- James W. BogleCheif Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Manulife Investment Management (US) LLC is a hybrid RIA: 17 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: John Hancock Distributors LLC, John Hancock Investment Management Distributors LLC, Manulife Investment Management Distributors Inc. and Manulife John Hancock Brokerage Services LLC.
- John Hancock Distributors LLC ↗CRD 5249
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- 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.
- Manulife John Hancock Brokerage Services LLC ↗CRD 150842
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 113 | $146B | 64% |
| Pooled investment vehicles | 110 | $45B | 20% |
| Insurance companies | 11 | $16B | 7% |
| Sovereign wealth funds and foreign official institutions | 10 | $5.4B | 2% |
| State or municipal government entities | 15 | $5.3B | 2% |
| Pension and profit sharing plans | 105 | $4.9B | 2% |
| Corporations or other businesses | 203 | $3.1B | 1% |
| Individuals | 3,373 | $1.1B | <1% |
| Charitable organizations | 762 | $761M | <1% |
| Other | 8 | $634M | <1% |
| High-net-worth individuals | 151 | $270M | <1% |
Disciplinary disclosures
Manulife Investment Management (US) LLC answers yes to 18 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 individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗manulifeim.com ↗
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The full record on Manulife Investment Management (US) LLC
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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- Growth over one, three and five years
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- Rank against 140 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 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 (US) LLC manage?
Manulife Investment Management (US) LLC reports $228.0 billion in regulatory assets under management across 4,861 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is Manulife Investment Management (US) LLC?
Manulife Investment Management (US) LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Manulife Investment Management (US) LLC’s clients?
By assets, its largest client types are investment companies ($145.8 billion, 113 clients); pooled investment vehicles ($45.1 billion, 110 clients); insurance companies ($15.6 billion, 11 clients).
Does Manulife Investment Management (US) LLC have any disciplinary history?
Manulife Investment Management (US) LLC answers yes to 18 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 (US) LLC’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 (2026-03-25), 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 →