SourcingSourcing

MANULIFE INVESTMENT MANAGEMENT (US) LLC

C30
CRD 106435·SEC 801-42023·BOSTON, MA
AUM
$228.04B
$1B+
Est. Revenue
$2.28B
@ 1% on AUM
Est. EBITDA
$684.1M
@ 30% margin
Est. Deal Value
$5.47B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANULIFE INVESTMENT MANAGEMENT (US) LLC
CRD
106435
SEC file #
801-42023
EIN
371618791
DBA names
—

Economics

AUM
$228.04B
AUM band
$1B+
AUM trajectory
'20'26
$182.43B → $228.04B▲ +25%
Client mix
Individuals Other3,373
Charitable Organizations762
Corporations203
Individuals High Net Worth151
Investment Companies113

Operations

Employees (total)
267
Advisory staff (per ADV)
146
Advisory staff (5-yr trend)
'20'26
111 advisors → 146 advisors▲ +32%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/manulife-wealth-asset-management(social)

Compliance

Disclosures (firm)
6
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHN HANCOCK SUBSIDIARIES LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
JOHN HANCOCK SUBSIDIARIES LLC
AUGER, WILLIAM, Adam
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001544565
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2012-03-15
Edgar Last Filing Date
2023-03-27
Edgar Form D Count
12
Edgar Form D Offerings
2023-03-272023-03-27 · 0001544565-23-000001
2022-03-252022-03-25 · 0001544565-22-000002
Edgar Former Names
Manulife Asset Management Total Return Bond Fund LP
DMR Total Return Bond Fund LP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Charles Schwab3
Fidelity3
Lpl Financial2
Edgar Addresses
Mailing
MANULIFE ASSET MANAGEMENT (US) LLC197 CLARENDON STREETBOSTON, MA 02116
Business
MANULIFE ASSET MANAGEMENT (US) LLC197 CLARENDON STREETBOSTON, MA 02116
Edgar EIN
371618791
Edgar Recent Filings
D/A2023-03-27 · 0001544565-23-000001
D/A2022-03-25 · 0001544565-22-000002
Fee Schedule
Bracket Vi35
Bracket I25
Bracket Iii13
Bracket Ix9
Bracket Vii5
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
AUGER, WILLIAM, Adam
Executive Officer · 2.5%
7032000
Bogle, James, William
Executive Officer · 2.5%
7344902
DAMATO, KENNETH
Executive Officer · 2.5%
6467196
DONAHUE, PAUL, MARTIN
Executive Officer · 2.5%
2248908
LANDERS, DIANE, ROBIN
Executive Officer · 2.5%
2182114
MCFETRIDGE, ANDREW, JOHN
Executive Officer · 2.5%
2516238
Gamble, Melissa
Executive Officer · 2.5%
8061490
Hayes, Rebecca, Rose
Executive Officer · 2.5%
7523574