SourcingSourcing

JOHN HANCOCK VARIABLE TRUST ADVISERS LLC

C35
CRD 16009·SEC 801-28947·BOSTON, MA
AUM
$68.59B
$1B+
Est. Revenue
$685.9M
@ 1% on AUM
Est. EBITDA
$205.8M
@ 30% margin
Est. Deal Value
$1.65B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOHN HANCOCK VARIABLE TRUST ADVISERS LLC
CRD
16009
SEC file #
801-28947
EIN
—
DBA names
—

Economics

AUM
$68.59B
AUM band
$1B+
AUM trajectory
'20'26
$73.44B → $68.59B▼ -7%
Client mix
Investment Companies50

Operations

Employees (total)
192
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'20'26
46 advisors → 28 advisors▼ -39%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
johnhancock.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHN HANCOCK LIFE INSURANCE
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JOHN HANCOCK LIFE INSURANCE
FEINBERG, KRISTIE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JOHNHANCOCK.COM
Rdap Domain Creation Date
1996-03-06T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
E*trade4
State Street2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-07T05:00:00Z
Rdap Domain Last Changed
2026-03-03T06:12:31Z
Rdap Nameservers
A1-25.akam.netA10-64.akam.netA11-65.akam.netA22-66.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
FEINBERG, KRISTIE, MARIE
Executive Officer · 2.5%
3162040
FONTANA, PHILIP, JOSEPH
Executive Officer · 2.5%
7355051
GEORGOUNTZOS, EFFIE, E
Executive Officer · 2.5%
4300422
MCFETRIDGE, ANDREW, JOHN
Executive Officer · 2.5%
2516238
SEEL, BETSY, ANNE
Executive Officer · 2.5%
4469605
SWANBERG, TREVOR, EDMUND
Executive Officer · 2.5%
4213623