Clients
Manulife Investment Management (us) serves 4,861 clients, 3,373 of them other individuals. The average client has about $47 million with the firm, and high-net-worth clients hold 0% of its $228 billion in assets.
- Investment companies113 clients64%
- Pooled investment vehicles110 clients20%
- Pension and profit-sharing plans105 clients2%
- State or municipal government entities15 clients2%
- Insurance companies11 clients7%
- OtherSovereign wealth funds and foreign official institutions, Individuals, High-net-worth individuals, Charitable organizations, Corporations and other businesses, Other5%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,373 | $1,129,172,150 | 0.5% | $335K |
| High-net-worth individuals | 151 | $270,317,388 | 0.1% | $1.79M |
| Investment companies | 113 | $145,836,923,316 | 64.0% | $1.29B |
| Pooled investment vehicles | 110 | $45,117,505,524 | 19.8% | $410.2M |
| Pension and profit-sharing plans | 105 | $4,856,942,403 | 2.1% | $46.3M |
| Charitable organizations | 762 | $760,874,571 | 0.3% | $999K |
| State or municipal government entities | 15 | $5,322,296,609 | 2.3% | $354.8M |
| Insurance companies | 11 | $15,638,165,008 | 6.9% | $1.42B |
| Sovereign wealth funds and foreign official institutions | 10 | $5,395,991,096 | 2.4% | $539.6M |
| Corporations and other businesses | 203 | $3,077,361,421 | 1.3% | $15.2M |
| Other | 8 | $634,468,145 | 0.3% | $79.3M |
| Total | 4,861 | $228,040,017,631 | 100% | $46.9M |
- Clients
- 3,373
- Regulatory AUM
- $1,129,172,150
- Share
- 0.5%
- Avg. per client
- $335K
- Clients
- 151
- Regulatory AUM
- $270,317,388
- Share
- 0.1%
- Avg. per client
- $1.79M
- Clients
- 113
- Regulatory AUM
- $145,836,923,316
- Share
- 64.0%
- Avg. per client
- $1.29B
- Clients
- 110
- Regulatory AUM
- $45,117,505,524
- Share
- 19.8%
- Avg. per client
- $410.2M
- Clients
- 105
- Regulatory AUM
- $4,856,942,403
- Share
- 2.1%
- Avg. per client
- $46.3M
- Clients
- 762
- Regulatory AUM
- $760,874,571
- Share
- 0.3%
- Avg. per client
- $999K
- Clients
- 15
- Regulatory AUM
- $5,322,296,609
- Share
- 2.3%
- Avg. per client
- $354.8M
- Clients
- 11
- Regulatory AUM
- $15,638,165,008
- Share
- 6.9%
- Avg. per client
- $1.42B
- Clients
- 10
- Regulatory AUM
- $5,395,991,096
- Share
- 2.4%
- Avg. per client
- $539.6M
- Clients
- 203
- Regulatory AUM
- $3,077,361,421
- Share
- 1.3%
- Avg. per client
- $15.2M
- Clients
- 8
- Regulatory AUM
- $634,468,145
- Share
- 0.3%
- Avg. per client
- $79.3M
Total
- Clients
- 4,861
- Regulatory AUM
- $228,040,017,631
- Share
- 100%
- Avg. per client
- $46.9M
What it does
Manulife Investment Management (us) provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Manulife Investment Management (us) advises no private funds.
Nearly all assets ($228.00B across 4,860 accounts) are managed with discretion; $37.0M across 1 account is not. $2.83B sits in a wrap fee program the firm both sponsors and manages. 25% of clients are outside the U.S., and 48 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks25%
- Funds10%
- Registered funds9%
- Pooled vehicles1%
- Bonds58%
- Investment grade corporate bonds35%
- U.S. government and agency bonds13%
- High-yield corporate bonds5%
- Sovereign bonds4%
- State and local bonds1%
- Cash1%
- Other6%
- (xii)other: non- agency- asset backed and mortgage backed securities,floating rate notes (frn)5%
- Derivatives1%
Custodians
Manulife Investment Management (us)’s client accounts are held mainly at State Street Bank and Trust, with 8% of managed assets, and The Bank of New York Mellon, with 2%. Manulife Investment Management (us) has custody of client assets.
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $18.06B8%
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $5.64B2%
- Northern TrustNorthern Trust Corporation · Chicago, IL · $3.62B2%
- All other custodians$200.71B88%
Ownership and leadership
John Hancock Subsidiaries LLC owns 75% or more of Manulife Investment Management (us).
- Owns 75% or more of Manulife Investment Management (us) LLC
John Hancock Subsidiaries LLC
Control person · since October 2015
- Owns 75% or more of John Hancock Subsidiaries LLC
John Hancock Life Insurance Company (u.s.a.)
Control person · since December 2009
- Owns 75% or more of John Hancock Life Insurance Company (u.s.a.)
The Manufacturers Investment Corporation
Control person · since January 2002
- Owns 75% or more of The Manufacturers Investment Corporation
John Hancock Financial Corporation
Control person · since December 2009
- Owns 75% or more of John Hancock Financial Corporation
Manulife Holdings (alberta) Limited
Control person · since December 2009
- Owns 75% or more of Manulife Holdings (alberta) Limited
The Manufacturers Life Insurance Company
Control person · since December 2003
- Owns 75% or more of The Manufacturers Life Insurance Company
Manulife Financial Corporation
Control person · since September 1999
Leadership
- Kenneth DamatoVice President, Chief Administrative Officer
- Paul DonahueVice President, Chief Compliance Officer
- Diane LandersPresident and Chief Operating Officer and Director
- William AugerDirector
- James BogleCheif Financial Officer
- Melissa GambleDirector
- Rebecca HayesAssistant General Counsel
- Andrew McFetridgeDirector
Staff
- 267 employees
- 146 in advisory functions
- 12 state-registered reps
- 17 broker-dealer reps
- 10 soliciting firms
Fees
Manulife Investment Management (us) is paid through a percentage of assets under management and performance-based fees.
Manulife Investment Management (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 (us) has 1 office, with 2 listed addresses across 2 states.
Illinois · 1 listed address
- 200 South Wacker Drive, Chicago
Massachusetts · 1 listed address
- 197 Clarendon ST, BostonHQ
Other business names
Manulife Investment Management (us) has reported 2 other business names to the SEC.
- Manulife Investment Management
- Manulife John Hancock Investments
Registration details
- Legal name
- Manulife Investment Management (us) LLC
- Headquarters
- 197 Clarendon ST, Boston, MA 02116
- Phone
- 617-375-1500
- Website
- Not reported
- SEC file
- 801-42023
- 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 (us) have?
Manulife Investment Management (us) has 4,861 clients and manages $228 billion for them, as of March 2026. They include 3,373 other individuals, 762 charitable organizations and 203 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Manulife Investment Management (us) offer?
Manulife Investment Management (us) provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Manulife Investment Management (us) use?
Manulife Investment Management (us)’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $18,059,998,135, The Bank of New York Mellon Corporation (New York, NY), with $5,641,679,717 and Northern Trust Corporation (Chicago, IL), with $3,624,877,658. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Manulife Investment Management (us) have?
Manulife Investment Management (us) has 12 investment adviser representatives registered with state securities authorities, out of 267 employees, and 146 perform investment advisory functions. 17 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 (us) invest in?
At the end of its last fiscal year, Manulife Investment Management (us)’s separately managed accounts held 35% investment grade corporate bonds, 25% exchange-traded equities, 13% U.S. government and agency bonds, 9% registered funds (mutual funds, ETFs, BDCs), 5% high-yield corporate bonds, 5% (xii)other: non- agency- asset backed and mortgage backed securities,floating rate notes (frn), 4% sovereign bonds, 1% state and local bonds, 1% derivatives, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. 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 Manulife Investment Management (us)?
Manulife Investment Management (us) is owned through a chain of holding companies by Manulife Financial Corporation. Its direct owner is John Hancock Subsidiaries LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Manulife Investment Management (us) get paid?
Manulife Investment Management (us) 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