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MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC

197 Clarendon Street
C02-05
Boston, Massachusetts 02116
Tel: 617-572-0693

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About MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC

MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC, formally registered with the SEC as MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC. The firm was established in 12/04/2007. They have over 13 offices throughout the country.

MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC is a Boston, Massachusetts based Financial Planning firm with nearly $42,658,837,576 assets under management, offering retirement planning & investment advisory services to 169 clients. The firm is staffed with 1086 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145508
SEC#801-68506
Assets Managed by Firm$42,658,837,576
No. of Clients169
No. of Advisors1086

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (CLOSING, ORIGINATION AND SERVICING FEES, OTHER (SEE ADV,PART 2A))

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (CREDIT SUPPPORT SERVICES, DEVELOP REAL PROPERTY BUDGETS, TAX/LEGAL/COMPLIANCE SERVICES, (SEE FORM ADV, PART 2A))

Firm Client Information

No. of ClientsAUM
Firm Total169$42,658,837,576
Pension and profit sharing plansFewer than 5 clients$337,622,557
Corporations or other businessesFewer than 5 clients$112,605,397

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