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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 May 21, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.