Firm profile

MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC

BOSTON, MACRD 145508Latest ADV March 31, 2026

Manulife Investment Management Private Markets (Us) LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $48.3B in regulatory assets under management, 730 employees, 11 offices, and 180 accounts.

Assets Under Management
$48.3B
Employees
730
Offices
11 offices
Total Clients
63
Primary office
BOSTON, MA
197 CLARENDON STREET, C02-05, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAnne L. Valentine Andrews
CCOJason M. Pratt
CFOEffie E. Georgountzos

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 81.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
81.0%
51
2
Insurance Cos.
14.3%
9
3
Investment Cos.
3.2%
2
4
BDCs
1.6%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$48.3Bas of March 31, 2026
Discretionary83.1%
$40.2B
83% of total RAUM83.1%
Non-discretionary16.9%
$8.2B
17% of total RAUM16.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$48.3B
Total Accounts180
10Y AUM Change+$36.2B (+298.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees730
Clients per Employee0:1
10Y Employee Change+319 (+77.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.