Manulife Investment Management Private Markets (Us) LLC
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Overview
Manulife Investment Management Private Markets (Us) LLC is a financial advisory company located in Boston, Massachusetts. It handles $38.8 billion in assets under management throughout 140 customer accounts, placing it among the biggest firms in the nation by assets under management (AUM). The company has a large group, including 220 financial advisors. Manulife Investment Management Private Markets (Us) LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like bonds, options and stocks.
Manulife Investment Management Private Markets (Us) LLC oversees more than half of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without requiring client permission. It also administers 55 non-discretionary accounts totaling $7.5 billion in assets under management. The firm's typical account size is $277.4 million. The average financial advisor at Manulife Investment Management Private Markets (Us) LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
The company's headquarters is located at 197 Clarendon Street, Boston, Massachusetts 2116. The firm is registered to serve clients across 2 states, including Massachusetts and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Manulife Investment Management Private Markets (Us) LLC by the Numbers
$38.8 billion
930
140
$277.4 million
Products and Services
Manulife Investment Management Private Markets (Us) LLC provides a variety of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. The company does sell products or offer services aside from investment advice to its clients. The firm is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. Fees charged by the firm most likely include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with investment companies, pooled investment vehicles and insurance companies. Out of its 140 customers, Manulife Investment Management Private Markets (Us) LLC's biggest client is pooled investment vehicles. Around 30% of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Manulife Investment Management Private Markets (Us) LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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