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 an institutional-focused asset manager that runs a mix of pooled vehicles and advisory mandates. The firm charges fees based on assets under management and provides portfolio management for both investment companies and select individual/small-business accounts. Its stated investment preference tilts toward equities, with a notable reliance on exchange-traded instruments and mutual funds for core exposures. The organization also operates in roles that include commodity pool operator/commodity trading advisor activity and sponsors or manages pooled investment vehicles, which gives it flexibility to run both traditional and more specialized strategies from within its platform. John Hancock Investment Management LLC is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
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 4TREVOR SWANBERG
Vice President and Chief Compliance OfficerCRD 4213623
KRISTIE FEINBERG
President and CEOCRD 3162040
BETSY SEEL
Chief Legal CounselCRD 4469605
Contacts
3 of 164BRIAN PARKER
Registered RepresentativeCRD 5484034
Joseph Czapiga
Internal Business ConsultantCRD 7791738
Riley Prattson
AssociateCRD 7519399
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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