SourcingSourcing

FEDERATED MDTA LLC

C27
CRD 109355·SEC 801-55094·BOSTON, MA
AUM
$25.95B
$1B+
Est. Revenue
$259.5M
@ 1% on AUM
Est. EBITDA
$77.8M
@ 30% margin
Est. Deal Value
$622.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FEDERATED MDTA LLC
CRD
109355
SEC file #
801-55094
EIN
000000000
DBA names
Mdt Advisers, A Division Of Federated Mdta Llc

Economics

AUM
$25.95B
AUM band
$1B+
AUM trajectory
'20'26
$4.22B → $25.95B▲ +515%
Client mix
Individuals Other1,955
Individuals High Net Worth253
Pension Profit Sharing Plans65
Corporations49
Investment Companies19

Operations

Employees (total)
21
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
12 advisors → 19 advisors▲ +58%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
facebook.com/federatedhermesinc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FEDERATED MDTA TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
FEDERATED MDTA TRUST
HBSS ACQUISITION CO.
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:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Compensation Trajectory 3y
20250
20260
Form 5500 Plan Count Trajectory 3y
20253
20261
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001115419
Edgar Registered
Yes
Edgar Filing Count
91
Edgar First Filing Date
2003-04-08
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
57
Edgar 13f Latest AUM Estimate
Filing Date2020-11-12
Accession0001420506-20-001213
Edgar Former Names
Managers Investment Group LLC
MANAGERS FUNDS LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Charles Schwab3
Fidelity3
Raymond James3
Morgan Stanley3
Edgar Addresses
Mailing
680 WASHINGTON BOULEVARD, SUITE 500STAMFORD, CT 06901
Business
680 WASHINGTON BOULEVARD, SUITE 500STAMFORD, CT 06901
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2026-05-11 · 0001420506-26-000908
13F-NT2026-02-11 · 0001420506-26-000278
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (58)

58
AUTH, STEPHEN, FRANK
Executive Officer · 2.5%
2694169
DONAHUE, JOHN, CHRISTOPHER
Executive Officer · 2.5%
814703
DONAHUE, THOMAS, ROBERT
Executive Officer · 2.5%
2766434
FISHER, JOHN, BASIL
Executive Officer · 2.5%
707411
UHLMAN, PAUL, ADAM
Executive Officer · 2.5%
2043674
VAN METER, STEPHEN, PAUL
Executive Officer · 2.5%
6020413
MAGERA, GEORGE, FRANK
Executive Officer · 2.5%
6253726
NOVAK, RICHARD ANTHONY
Executive Officer · 2.5%
2901271
MARCUS VINCENT PERSICHETTI
IAR
4416451
JOHN PAUL LIEKAR
IAR
4507784
JONATHAN BRETT LIPINSKI
IAR
4277166
PATRICK MICHAEL KELLY
IAR
4702338
STEPHEN JAMES COSTLOW
IAR
4850797
BRADLEY WAYNE SMITH
IAR
4832934
PAUL JOZSA MAGAN
IAR
4833016
TODD WILLIAM JONES
IAR
4902763
Tyler Roman Siconolfi
IAR
7938790
William Ringen Gavett
IAR
7573321
Ethan James Young
IAR
7401623
Tonilynn Frazzini
IAR
7149289
ANTHONY ZUGEC
IAR
5909842
BRIAN PATRICK ADAMS
IAR
5022367
ADINA ANN DAVIS
IAR
5020435
JUSTIN JOSEPH SLOMKOWSKI
IAR
5022621
PAUL MICHAEL BUCKWALTER
IAR
4974348
JONATHAN PAUL SULLIVAN
IAR
4742396
SCOTT RAYMOND COLLETTE
IAR
4797318
Jennifer Marie Weaver
IAR
4793787
JOHN ROBERT RUSH
IAR
4794177
DAVID FRANCIS MORGAN
IAR
5314297
MATTHEW ADAM BOYLE
IAR
5434889
MATTHEW EUGENE OSHESKIE
IAR
5952050
CHRISTOPHER THOMAS DAVIS
IAR
5477581
MARK ANTON FLISEK
IAR
5536834
JUSTIN EDWARD LEVY
IAR
6010426
EUGENE WILLIAM MCCOURT
IAR
5941694
ADAM MICHELE HEURICH
IAR
6084461
CASEY CLARENCE CURTIN
IAR
6029287
RYAN CHARLES MURPHY
IAR
6405460
DANIEL ROY ZSOLCSAK
IAR
6316302
MATTHEW ROBERT DEFILIPPO
IAR
6315563
CATHERINE MAURA McGee
IAR
5261368
MAX EDWARD RECKER
IAR
5772653
BRENDAN EVAN BUTLER
IAR
6275924
ALEXANDER CARL HENRY
IAR
6406933
SENCHAK, FRANK CARL
IAR
6683477
MARK JOSEPH MURPHY
IAR
1938612
SCOTT DOUGLAS KAVANAGH
IAR
2305527
MARK CARROLL
IAR
2315854
EDWIN CLETUS KOONTZ
IAR
2364021
ERIK JAKOB ZETTELMAYER
IAR
2410429
JAMES SHERIDAN CONELY
IAR
2551140
DIANE MARIE MARZULA
IAR
1605801
RICHARD COLLINS MIHM
IAR
1418988
ALEC HARRY NEILLY
IAR
2217918
DIANE MCCONAGHY ROBINSON
IAR
2991779
GREGORY STERZEL
IAR
4538496
SAMUEL MICHAEL MCGOWEN
IAR
5847225