John Hancock Variable Trust Advisers LLC

RIASEC RegisteredEst. 1987
Total AUM
$68.6B
Discretionary
$68.6B
100% of AUM
Avg account
$1.4B
Accounts
50
Employees
192
Advisory reps
6

Firm details

Headquarters
Boston, Massachusetts
CRD number
16009
Registered since
March 13, 1987
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

John Hancock Variable Trust Advisers LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC since 1987. The firm provides portfolio management services to investment companies and operates primarily on a percentage-of-assets fee model. Its activities include roles typical of commodity pool operators or commodity trading advisers and it has industry affiliations spanning broker-dealers, trust companies, insurance companies and sponsorship or GP roles for pooled vehicles. The firm serves an institutional client base and is not classified as an active ESG investor or a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Betsy Seel

    Chief Legal CounselCRD 4469605

  • Kristie Feinberg

    Kristie Feinberg

    President and CEOCRD 3162040

  • Trevor Swanberg

    Vice President and Chief Compliance OfficerCRD 4213623

Contacts

3 of 3
  • Effie Georgountzos

    Effie Georgountzos

    AVPCRD 4300422

  • Andrew Mcfetridge

    Andrew Mcfetridge

    Head of Strategic RelationshipsCRD 2516238

  • Philip Fontana

    Philip Fontana

    Head of ProductCRD 7355051

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth