Manulife Investment Management (North America) Limited

RIASEC RegisteredEst. 2003
Total AUM
$378M
Discretionary
$378M
100% of AUM
Avg account
$75.6M
Accounts
5
Employees
429
Advisory reps
5

Firm details

Headquarters
Toronto On,
CRD number
125142
Registered since
March 20, 2003
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Insurance Companies100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manulife Investment Management (North America) Limited is a corporation focused on institutional portfolio management. The firm is SEC-registered (since 2003) and reports ownership that includes a foreign entity alongside individual ownership. Its client base is institutional and its advisory work centers on managing investment portfolios for businesses and other institutional clients. The firm charges fees as a percentage of assets under management and identifies as an active ESG investor. It also conducts business activities consistent with a commodity pool operator/commodity trading advisor (CPO/CTA). Regulatory and market roles listed for the firm include affiliations with broker-dealers, trust companies, insurance companies, banks or thrifts, and activities as a sponsor or manager of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 48%, Exchange Traded Equities 43%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 1%48%
  • US Government Bonds48%
  • Exchange Traded Equities43%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds1%

Owners & executives

2 of 2
  • Mamta Sethi

    Chief Information OfficerCRD 7844077

  • Christopher Walker

    Christopher Walker

    Chief Compliance OfficerCRD 4302554

Contacts

3 of 3
  • Amirali Assef

    Global Head of Investment RiskCRD 7962017

  • James Bogle

    James Bogle

    AVPCRD 7344902

  • Rebecca Hayes

    Senior CounselCRD 7523574

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

Toronto On, null

Location

Toronto On, null

Headquartered in Toronto On, null.

Address
200 Bloor St E
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth