JOHN HANCOCK VARIABLE TRUST ADVISERS LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 16009
- Registered since
- March 13, 1987
- Website
- www.johnhancock.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
John Hancock Variable Trust Advisers LLC is an SEC-registered limited liability company that serves institutional clients by providing portfolio management for investment companies. The firm operates on a percentage-of-assets fee model and performs discretionary management across a set of large mandates. Its regulatory footprint includes CPO/CTA activity and sponsorship or management roles over pooled vehicles, reflecting an ability to run both traditional mutual fund sleeves and sponsored pooled structures. The firm is not positioned as an active ESG investor and does not present itself as a multi-state or pension consulting adviser; its client base and product set are oriented toward institutional investment-company mandates rather than retail advisory relationships. Corporate affiliations and activities indicate a broadened operating model: the firm is connected with broker-dealer, trust company, and insurance company activities and can act as sponsor or managing member of pooled investment vehicles. That mix points to an asset manager that combines in-house fund management with the operational capability to seed and run pooled products, including vehicles that may use derivatives or commodity exposures under its CPO/CTA registration.
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
Owners & executives
3 of 3BETSY SEEL
Chief Legal CounselCRD 4469605
KRISTIE FEINBERG
President and CEOCRD 3162040
TREVOR SWANBERG
Vice President and Chief Compliance OfficerCRD 4213623
Contacts
3 of 3EFFIE GEORGOUNTZOS
AVPCRD 4300422
ANDREW MCFETRIDGE
Head of Strategic RelationshipsCRD 2516238
PHILIP FONTANA
Head of ProductCRD 7355051
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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