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MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
Legal name: FEDERATED MDTA LLC
CRD 109355File 801-55094
APPROVED
Retail clients
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.95B
Top 10% of cohort (national)
Discretionary AUM
$25.95B
Clients
2,360
2,360 accounts
Employees
21
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 13, 1997
- Principal office
- 125 HIGH STREET, OLIVER STREET TOWER, 21ST FLOOR, BOSTON, MA, 02110
- Phone
- 617-235-7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.95B
- Discretionary AUM
- $25.95B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,360
- Non-discretionary accounts
- 0
- Total accounts
- 2,360
- AUM per client
- $11.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 49 | $45.9M |
| Investment companies | 19 | $23.36B |
| Charitable organizations | 16 | $10.0M |
| High net worth individuals | 253 | $486.4M |
| Pooled investment vehicles | 3 | $1.18B |
| Pension and profit sharing plans | 65 | $356.3M |
| Individuals (other than high net worth individuals) | 1,955 | $504.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2026 | Clients | 1,392 | 2,360 | increased by968 |
| Apr 1, 2026 | AUM | $11,663,958,404 | $25,945,922,671 | increased by$14,281,964,267 |
| Apr 1, 2026 | Accounts | 1,392 | 2,360 | increased by968 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 20 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 948 | 1,392 | increased by444 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,515,480,624 | $11,663,958,404 | increased by$5,148,477,780 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 948 | 1,392 | increased by444 |
| Apr 1, 2022 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2022 | Clients | 846 | 948 | increased by102 |
| Apr 1, 2022 | AUM | $5,350,765,431 | $6,515,480,624 | increased by$1,164,715,193 |
| Apr 1, 2022 | Accounts | 846 | 948 | increased by102 |
| Feb 1, 2022 | Custody | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MDT ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MDT ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
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.