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MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC
CRD 145508File 801-68506
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$48.31B
Top 10% of cohort (national)
Discretionary AUM
$40.16B
Non-discretionary $8.16B
Clients
63
180 accounts
Employees
730
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 4, 2007
- Principal office
- 197 CLARENDON STREET, C02-05, BOSTON, MA, 02116
- Phone
- 617-572-0693
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.31B
- Discretionary AUM
- $40.16B
- Non-discretionary AUM
- $8.16B
- Discretionary accounts
- 111
- Non-discretionary accounts
- 69
- Total accounts
- 180
- AUM per client
- $766.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $101.7M |
| Insurance companies | 9 | $24.46B |
| Investment companies | 2 | $3.53B |
| Pooled investment vehicles | 51 | $19.04B |
| Banking or thrift institutions | Fewer than 5 | $748.8M |
| Business development companies | 1 | $171.1M |
| Pension and profit sharing plans | Fewer than 5 | $265.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CLOSING, ORIGINATION AND SERVICING FEES, OTHER (SEE ADV,PART 2A)
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11F
- Q11D1
- Q11D2
- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 825 | 730 | decreased by95 |
| Apr 1, 2026 | Clients | 59 | 63 | increased by4 |
| Apr 1, 2026 | AUM | $42,594,377,300 | $48,314,848,825 | increased by$5,720,471,525 |
| Apr 1, 2026 | Accounts | 178 | 180 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 625 | 825 | increased by200 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 34 | 59 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $40,306,637,335 | $42,594,377,300 | increased by$2,287,739,965 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 113 | 178 | increased by65 |
| Apr 1, 2022 | Employees | 607 | 625 | increased by18 |
| Apr 1, 2022 | Clients | 31 | 34 | increased by3 |
| Apr 1, 2022 | AUM | $34,887,083,711 | $40,306,637,335 | increased by$5,419,553,624 |
| Apr 1, 2022 | Accounts | 110 | 113 | increased by3 |
| 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.