Clients
Federated Mdta serves 2,360 clients, 253 of them high-net-worth individuals. The average client has about $11 million with the firm, and high-net-worth clients hold 2% of its $25.9 billion in assets.
- Investment companies19 clients90%
- Pooled investment vehicles3 clients5%
- OtherIndividuals, High-net-worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations and other businesses5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,955 | $504,926,169 | 1.9% | $258K |
| High-net-worth individuals | 253 | $486,387,719 | 1.9% | $1.92M |
| Investment companies | 19 | $23,360,491,657 | 90.0% | $1.23B |
| Pooled investment vehicles | 3 | $1,181,867,622 | 4.6% | $394.0M |
| Pension and profit-sharing plans | 65 | $356,312,176 | 1.4% | $5.48M |
| Charitable organizations | 16 | $10,003,717 | 0.0% | $625K |
| Corporations and other businesses | 49 | $45,933,611 | 0.2% | $937K |
| Total | 2,360 | $25,945,922,671 | 100% | $11.0M |
- Clients
- 1,955
- Regulatory AUM
- $504,926,169
- Share
- 1.9%
- Avg. per client
- $258K
- Clients
- 253
- Regulatory AUM
- $486,387,719
- Share
- 1.9%
- Avg. per client
- $1.92M
- Clients
- 19
- Regulatory AUM
- $23,360,491,657
- Share
- 90.0%
- Avg. per client
- $1.23B
- Clients
- 3
- Regulatory AUM
- $1,181,867,622
- Share
- 4.6%
- Avg. per client
- $394.0M
- Clients
- 65
- Regulatory AUM
- $356,312,176
- Share
- 1.4%
- Avg. per client
- $5.48M
- Clients
- 16
- Regulatory AUM
- $10,003,717
- Share
- 0.0%
- Avg. per client
- $625K
- Clients
- 49
- Regulatory AUM
- $45,933,611
- Share
- 0.2%
- Avg. per client
- $937K
Total
- Clients
- 2,360
- Regulatory AUM
- $25,945,922,671
- Share
- 100%
- Avg. per client
- $11.0M
What it does
Federated Mdta provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, educational seminars and other activities. It is paid through a percentage of assets and performance-based fees.
Federated Mdta advises no private funds.
100.0% of assets ($25.95B across 2,360 accounts) are managed with discretion. $984.3M sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 7 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 98%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 1%
- Cash and cash equivalents
- 2%
Custodians
Federated Mdta’s client accounts are held mainly at UBS Financial Services, with 2% of managed assets. Federated Mdta does not have custody of client assets.
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $512.4M2%
- All other custodians$25.43B98%
Ownership and leadership
Federated Mdta Trust owns 75% or more of Federated Mdta.
- Owns 75% or more of Federated Mdta LLC
Federated Mdta Trust
Control person · since July 2006
- Owns 75% or more of Federated Mdta Trust
Fii Holdings, Inc.
Control person · since July 2006
- Owns 75% or more of Fii Holdings, Inc.
Federated Hermes, Inc.
Control person · since March 1983
- Owns 25% to 50% of Federated Mdta LLC
HBSS Acquisition Co.
Control person · since November 1997
Leadership
- Paul UhlmanBoard of Managers, President, CEO
- Stephen Van MeterChief Compliance Officer
- Steven ChiavaroneChief Investment Officer
- John DonahueChairman/Board of Managers
- Thomas DonahueBoard of Managers
- John FisherChairman
- George MageraSecretary
- Richard NovakTreasurer
Staff
- 21 employees
- 19 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 3 soliciting firms
Fees
Federated Mdta is paid through a percentage of assets under management and performance-based fees.
Federated Mdta’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Federated Mdta has 1 office, with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 125 High Street, Oliver Street Tower, 21st Floor, BostonHQ
New York · 1 listed address
- 101 Park Avenue, New York
Other business names
Federated Mdta has reported 3 other business names to the SEC.
- Federated MDT Advisers
- MDT Advisers
- MDT Advisers, A Federated Advisory Company
Registration details
- Legal name
- Federated Mdta LLC
- Headquarters
- 125 High Street, Oliver Street Tower, 21st Floor, Boston, MA 02110
- Phone
- 617-235-7100
- Website
- Not reported
- SEC file
- 801-55094
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Federated Mdta have?
Federated Mdta has 2,360 clients and manages $25.9 billion for them, as of September 2026. They include 1,955 other individuals, 253 high-net-worth individuals and 65 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Federated Mdta offer?
Federated Mdta provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Federated Mdta use?
Federated Mdta’s separately managed account assets are held at UBS Financial Services Inc. (Weehawken, NJ), with $512,372,079. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Federated Mdta have?
Federated Mdta has 1 investment adviser representatives registered with state securities authorities, out of 21 employees, and 19 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Federated Mdta invest in?
At the end of its last fiscal year, Federated Mdta’s separately managed accounts held 98% exchange-traded equities, 2% cash and equivalents and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Federated Mdta?
Federated Mdta is owned through a trust by Federated Hermes, Inc. Its direct owners are Federated Mdta Trust (75% or more) and HBSS Acquisition Co. (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Federated Mdta get paid?
Federated Mdta is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file