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MANULIFE INVESTMENT MANAGEMENT (US) LLC
CRD 106435File 801-42023
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$228.04B
Top 10% of cohort (national)
Discretionary AUM
$228.00B
Non-discretionary $37.0M
Clients
4,853
4,861 accounts
Employees
267
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 4, 1992
- Principal office
- 197 CLARENDON ST, BOSTON, MA, 02116
- Phone
- 617-375-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $228.04B
- Discretionary AUM
- $228.00B
- Non-discretionary AUM
- $37.0M
- Discretionary accounts
- 4,860
- Non-discretionary accounts
- 1
- Total accounts
- 4,861
- AUM per client
- $47.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 203 | $3.08B |
| Non-U.S. persons | 10 | $5.40B |
| Insurance companies | 11 | $15.64B |
| Investment companies | 113 | $145.84B |
| Charitable organizations | 762 | $760.9M |
| High net worth individuals | 151 | $270.3M |
| Pooled investment vehicles | 110 | $45.12B |
| Pension and profit sharing plans | 105 | $4.86B |
| State or municipal government entities | 15 | $5.32B |
| Individuals (other than high net worth individuals) | 3,373 | $1.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11D1
- Q11D2
- Q11D4
- Q11E2
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4861 | 4853 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.