MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC

RIASEC RegisteredEst. 2000

Total AUM

$6.7B

Discretionary

$3.9B

58% of AUM

Avg account

$250M

Accounts

Employees

660

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 109641
Registered since: October 23, 2000
Website: www.manulifeim.com
Custodians: BANK OF AMERICA
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles76.95%
State / Municipal Government10.63%
Insurance Companies5.5%
Sovereign Wealth Funds4.99%
Pension & Profit Sharing Plans1.92%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Manulife Investment Management Timberland And Agriculture Inc. is structured as a corporation that provides investment management primarily to institutional clients. The firm is registered with the SEC (initial registration 2000) and operates as an “other fund provider” rather than a traditional wealth manager; it also conducts broker-dealer registered-rep activities and functions as a commodity pool operator/commodity trading advisor. Its advisory remit focuses on portfolio management for pooled investment vehicles and on managing portfolios for businesses and institutions. Fee arrangements include asset-based fees, performance fees, and other customized structures. The firm reports being an active ESG investor, and its governance and product roles extend into sponsor/GP activity for pooled vehicles, trust company and insurance company affiliations, and relationships with broker-dealers and other investment advisers. Ownership is listed as a mix of domestic entity and individual ownership; its client base is institutional.