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MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED
CRD 125142File 801-61860
APPROVED
Custody
Disclosure events
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$377.8M
Below cohort median (national)
Discretionary AUM
$377.8M
Clients
2
5 accounts
Employees
429
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 20, 2003
- Principal office
- 200 BLOOR STREET EAST, NORTH TOWER, TORONTO, ON, M4W 1E5
- Phone
- (416) 524-9687
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $377.8M
- Discretionary AUM
- $377.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $188.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $377.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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- Q11
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 430 | 429 | decreased by1 |
| Apr 1, 2026 | Employees | 421 | 430 | increased by9 |
| Apr 1, 2026 | Clients | 6 | 2 | decreased by4 |
| Apr 1, 2026 | AUM | $23,393,111,500 | $377,824,711 | decreased by$23,015,286,789 |
| Apr 1, 2026 | Accounts | 20 | 5 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 372 | 421 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,681,239,353 | $23,393,111,500 | increased by$6,711,872,147 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 20 | decreased by1 |
| Aug 1, 2022 | Employees | 0 | 372 | increased by372 |
| Apr 1, 2022 | Clients | 6 | 7 | increased by1 |
| Apr 1, 2022 | AUM | $14,131,907,937 | $16,681,239,353 | increased by$2,549,331,416 |
| Apr 1, 2022 | Accounts | 20 | 21 | increased by1 |
| 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 “MANULIFE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MANULIFE INVESTMENT” 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.