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 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

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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

    President and CEOCRD 3162040

  • TREVOR SWANBERG

    Vice President and Chief Compliance OfficerCRD 4213623

Contacts

3 of 3
  • EFFIE GEORGOUNTZOS

    AVPCRD 4300422

  • ANDREW MCFETRIDGE

    Head of Strategic RelationshipsCRD 2516238

  • 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