John Hancock Investment Management LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 105790
- Registered since
- December 12, 1971
- Website
- www.jhinvestments.com
- Custodians
- AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
John Hancock Investment Management LLC is a SEC-registered investment adviser organized as a limited liability company and first registered in 1971. It is classified as an institutional RIA that primarily serves institutional clients while also providing portfolio management for individuals, small businesses, and investment companies. The firm charges fees based on a percentage of assets under management and is identified as a CPO/CTA in its business activities. The firm maintains a range of industry roles and affiliations—broker‑dealer relationships, trust company and insurance company connections, and sponsorship or GP/manager roles for pooled investment vehicles and limited partnerships. It is not described as an active ESG investor, nor as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Matthew Miskin
Co-Chief Investment StrategistCRD 5008522

Kristie Feinberg
President and CEOCRD 3162040
Betsy Seel
Chief Legal CounselCRD 4469605
Contacts
3 of 171
Brendan Burke
Internal Business ConsultantCRD 5836602

David Smith
Registered RepresentativeCRD 5852786
Robert Umberger
Registered RepresentativeCRD 5165875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 200 Berkeley St
- Time zone
- ET (UTC-5)
- Office locations
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