Clients
Manulife Investment Management Private Markets (us) serves 63 clients, 51 of them pooled investment vehicles. The average client has about $767 million with the firm.
- Investment companies2 clients7%
- Pooled investment vehicles51 clients39%
- Insurance companies9 clients51%
- OtherBanking or thrift institutions, Business development companies, Pension and profit-sharing plans, Corporations and other businesses3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Not reported | $748,813,301 | 1.5% | — |
| Investment companies | 2 | $3,533,697,940 | 7.3% | $1.77B |
| Business development companies | 1 | $171,075,540 | 0.4% | $171.1M |
| Pooled investment vehicles | 51 | $19,037,987,238 | 39.4% | $373.3M |
| Pension and profit-sharing plans | Not reported | $265,777,652 | 0.6% | — |
| Insurance companies | 9 | $24,455,794,493 | 50.6% | $2.72B |
| Corporations and other businesses | Not reported | $101,702,661 | 0.2% | — |
| Total | 63 | $48,314,848,825 | 100% | $766.9M |
- Clients
- Not reported
- Regulatory AUM
- $748,813,301
- Share
- 1.5%
- Avg. per client
- —
- Clients
- 2
- Regulatory AUM
- $3,533,697,940
- Share
- 7.3%
- Avg. per client
- $1.77B
- Clients
- 1
- Regulatory AUM
- $171,075,540
- Share
- 0.4%
- Avg. per client
- $171.1M
- Clients
- 51
- Regulatory AUM
- $19,037,987,238
- Share
- 39.4%
- Avg. per client
- $373.3M
- Clients
- Not reported
- Regulatory AUM
- $265,777,652
- Share
- 0.6%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $24,455,794,493
- Share
- 50.6%
- Avg. per client
- $2.72B
- Clients
- Not reported
- Regulatory AUM
- $101,702,661
- Share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 63
- Regulatory AUM
- $48,314,848,825
- Share
- 100%
- Avg. per client
- $766.9M
What it does
Manulife Investment Management Private Markets (us) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
Manulife Investment Management Private Markets (us) advises 44 private funds.
83.1% of assets ($40.16B across 111 accounts) are managed with discretion; $8.16B across 69 accounts are not. 24% of clients are outside the U.S., and 6 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.
- Non-exchange-traded equity securities
- 13%
- U.S. government/agency bonds
- 10%
- U.S. state and local bonds
- 2%
- Sovereign bonds
- 1%
- Investment grade corporate bonds
- 57%
- Other (Structured Debt, Such As Collateralized Mortgage Obligations and Asset Backed Securities and Private Placement Securities)
- 18%
Custodians
Manulife Investment Management Private Markets (us)’s client accounts are held mainly at Standard Chartered Bank Hong Kong, with 26% of managed assets, and Bank of New York Mellon, with 21%. Manulife Investment Management Private Markets (us) has custody of $8.55B for 51 clients.
- Standard Chartered Bank Hong KongStandard Chartered Bank Hong Kong LTD · Hong Kong · $12.41B26%
- Bank of New York MellonBank of New York Mellon · New York, NY · $10.19B21%
- All other custodians$25.72B53%
Ownership and leadership
The Manufacturers Investment Corporation owns 75% or more of Manulife Investment Management Private Markets (us).
- Owns 75% or more of Manulife Investment Management Private Markets (us) LLC
The Manufacturers Investment Corporation
Control person · since September 2018
- Owns 75% or more of The Manufacturers Investment Corporation
John Hancock Financial Corporation
Control person · since December 2009
- Owns 75% or more of The Manufacturers Life Insurance Company
Manulife Financial Corporation
Interest filed in The Manufacturers Life Insurance Company · Control person · since September 1999
- Owns 75% or more of Manulife Holdings (alberta) Limited
The Manufacturers Life Insurance Company
Interest filed in Manulife Holdings (alberta) Limited · Control person · since December 2003
- Owns 75% or more of The Manufacturers Life Insurance Company
Manulife Holdings (alberta) Limited
Control person · since December 2009
Leadership
- Anne Valentine AndrewsDirector, Chair, President and CEO
- Effie GeorgountzosChief Financial Officer and Treasurer
- Jason PrattChief Compliance Officer
- Vipon GhaiDirector
- Heidi KNAPPOperations
- Gerald PetersonDirector
- Howard SullivanChief Legal Officer
- Michelle Taylor-JonesDirector
Staff
- 730 employees
- 119 in advisory functions
- 26 broker-dealer reps
- 15 soliciting firms
Fees
Manulife Investment Management Private Markets (us) is paid through a percentage of assets under management, performance-based fees and other.
Manulife Investment Management Private Markets (us)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Manulife Investment Management Private Markets (us) has 11 offices, with 10 listed addresses across 8 states.
California · 2 listed addresses
- Two Park Plaza, Irvine
- 595 Market Street, San Francisco
New York · 2 listed addresses
- 1251 Avenue of the Americas, New York
- 299 Park Avenue, New York
District of Columbia · 1 listed address
- 1250 H Street NW, Washington
Georgia · 1 listed address
- 500 Northpark Town Center, Atlanta
Illinois · 1 listed address
- One North Franklin Street, Chicago
Massachusetts · 1 listed address
- 197 Clarendon Street, C02-05, BostonHQ
North Carolina · 1 listed address
- 4824 Parkway Plaza Boulevard, Charlotte
Texas · 1 listed address
- 3400 N Central Expy, Dallas
Registration details
- Legal name
- Manulife Investment Management Private Markets (us) LLC
- Headquarters
- 197 Clarendon Street, C02-05, Boston, MA 02116
- Phone
- 617-572-0693
- Website
- Not reported
- SEC file
- 801-68506
- 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 Manulife Investment Management Private Markets (us) have?
Manulife Investment Management Private Markets (us) has 63 clients and manages $48.3 billion for them, as of March 2026. They include 51 pooled investment vehicles, 9 insurance companies and 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Manulife Investment Management Private Markets (us) offer?
Manulife Investment Management Private Markets (us) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Manulife Investment Management Private Markets (us) use?
Manulife Investment Management Private Markets (us)’s separately managed account assets are held at Standard Chartered Bank Hong Kong LTD (Hong Kong), with $12,408,219,611 and Bank of New York Mellon (New York, NY), with $10,190,781,827. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Manulife Investment Management Private Markets (us) have?
Manulife Investment Management Private Markets (us) has 0 investment adviser representatives registered with state securities authorities, out of 730 employees, and 119 perform investment advisory functions. 26 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 Manulife Investment Management Private Markets (us) invest in?
At the end of its last fiscal year, Manulife Investment Management Private Markets (us)’s separately managed accounts held 57% investment grade corporate bonds, 18% structured debt, such as collateralized mortgage obligations and asset backed securities and private placement securities, 13% non-exchange-traded equities, 10% U.S. government and agency bonds, 2% state and local bonds and 1% sovereign bonds. It advises 44 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Manulife Investment Management Private Markets (us)?
Manulife Investment Management Private Markets (us) is owned through a holding company by John Hancock Financial Corporation. Its direct owner is the Manufacturers Investment Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Manulife Investment Management Private Markets (us) get paid?
Manulife Investment Management Private Markets (us) is paid through a percentage of assets under management, performance-based fees and other arrangements. 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