MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

RIASEC RegisteredEst. 1997

Total AUM

$25.9B

Discretionary

$25.9B

100% of AUM

Avg account

$11M

Accounts

2,360

Employees

Advisory reps

213

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 109355
Registered since: November 13, 1997
Website: www.federatedinvestors.com
Custodians: UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies90.04%
Pooled Investment Vehicles4.56%
Individuals1.95%
HNWI1.87%
Pension & Profit Sharing Plans1.37%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MDT Advisers, a division of Federated Mdta LLC, is a fee-based investment adviser organized as an LLC and SEC-registered since 1997. The firm serves both individual and family clients as well as institutional investors and charges advisory fees based on a percentage of assets under management and, in some cases, performance-based fees. MDT provides a range of portfolio management services across client types, including separately managed accounts, pooled investment vehicles and investment companies, and also conducts educational seminars and workshops. The firm is active as a commodity pool operator/commodity trading adviser (CPO/CTA) and has roles that include sponsoring or acting as general partner/managing member of pooled vehicles; it also has affiliations with broker-dealers and trust companies. MDT does not list ESG integration as an active investing focus.