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FEDERATED MDTA LLC, CRD 109355
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN CARROLL DUANE | n/a | BOSTON, MA | Naples, FL | 17 | 20 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FEDERATED HERMES MDT MARKET NEUTRAL LLC | Real Estate Fund | $5.5M | Mar 16, 2021 | 12 | Mar 12, 2012 | dropped | 021-9999999999 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AUTH, STEPHEN, FRANK | CHIEF INVESTMENT OFFICER | Na | yes | 03/2009 | Mar 12, 2012 | Aug 22, 2024 |
| DONAHUE, JOHN, CHRISTOPHER | CHAIRMAN/BOARD OF MANAGERS | Na | yes | 07/2006 | Mar 12, 2012 | Aug 22, 2024 |
| DONAHUE, THOMAS, ROBERT | BOARD OF MANAGERS | Na | yes | 07/2006 | Mar 12, 2012 | Aug 22, 2024 |
| FEDERATED HERMES, INC. | Shareholder | E | yes | 03/1983 | Mar 17, 2020 | Aug 22, 2024 |
| FEDERATED MDTA TRUST | Shareholder | E | yes | 07/2006 | Mar 12, 2012 | Aug 22, 2024 |
| FEDERATED MDTA TRUST | Member | E | yes | 07/2006 | Mar 12, 2012 | Aug 22, 2024 |
| FII HOLDINGS, INC. | Shareholder | E | yes | 07/2006 | Mar 12, 2012 | Aug 22, 2024 |
| FISHER, JOHN, BASIL | PRESIDENT/CEO/BOARD OF MANAGERS | Na | yes | 07/2006 | Mar 12, 2012 | Aug 22, 2024 |
| HBSS ACQUISITION CO. | Member | C | yes | 11/1997 | Mar 12, 2012 | Aug 22, 2024 |
| VAN METER, STEPHEN, PAUL | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2015 | Jul 30, 2015 | Aug 22, 2024 |
| MAGERA, GEORGE, FRANK | Secretary | Na | no | 08/2013 | Sep 27, 2013 | Aug 22, 2024 |
| NOVAK, RICHARD, ANTHONY | Treasurer | Na | no | 04/2013 | Mar 13, 2013 | Aug 22, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FEDERATED INVESTMENT MANAGEMENT COMPANY | n/a | Asset manager | $590B | N | yes | n/a |
| FEDERATED INVESTMENT COUNSELING | n/a | Institutional manager | $207B | N | yes | n/a |
| HERMES INVESTMENT MANAGEMENT LIMITED | n/a | Asset manager | $25B | N | yes | n/a |
| FEDERATED HERMES (UK) LLP | n/a | Asset manager | $25B | N | yes | n/a |
| FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | n/a | Asset manager | $14B | N | yes | n/a |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | n/a | Asset manager | $14B | N | yes | n/a |
| HERMES GPE LLP | n/a | Institutional manager | $8.9B | N | yes | n/a |
| HERMES GPE (USA) INC | n/a | Asset manager | $1.7B | N | yes | n/a |
| FEDERATED SECURITIES CORP. | n/a | No RAUM reported | $0 | N | yes | n/a |
| FEDERATED ADVISORY SERVICES COMPANY | n/a | No RAUM reported | n/a | N | yes | n/a |
| FEDERATED HERMES JAPAN LTD. | n/a | n/a | n/a | N | yes | n/a |
| FEDERATED INTERNATIONAL SECURITIES CORP. | n/a | Former SEC adviser | n/a | N | yes | n/a |
| FEDERATED INVESTORS AUSTRALIA SERVICES LTD | n/a | n/a | n/a | N | yes | n/a |
| FEDERATED INVESTORS TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC | n/a | n/a | n/a | N | yes | n/a |
| HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | n/a | n/a | n/a | N | yes | n/a |
| HERMES FUND MANAGERS IRELAND LIMITED | n/a | n/a | n/a | N | yes | n/a |
| HERMES GPE (SINGAPORE) PTE LIMITED | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $26B | $26B | 21 | 19 | 1 | n/a | n/a |
| 2024 | Mar 14, 2025 | $12B | $12B | 20 | 14 | 1 | n/a | n/a |
| 2023 | Mar 15, 2024 | $6.7B | $6.7B | 17 | 13 | 0 | n/a | n/a |
| 2022 | Mar 16, 2023 | $5.0B | $5.0B | 20 | 14 | 0 | n/a | n/a |
| 2021 | Mar 15, 2022 | $6.5B | $6.5B | 23 | 16 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $5.4B | $5.4B | 22 | 15 | 0 | 1 | $5.5M |
| 2019 | Mar 17, 2020 | $5.7B | $5.7B | 23 | 14 | 0 | 1 | $5.5M |
| 2018 | Mar 18, 2019 | $4.2B | $4.2B | 22 | 12 | 0 | 1 | $5.9M |
| 2017 | Mar 16, 2018 | $3.7B | $3.7B | 24 | 13 | 0 | 1 | $5.1M |
| 2016 | Mar 20, 2017 | $2.2B | $2.2B | 26 | 14 | n/a | 1 | $4.4M |
| 2015 | Mar 16, 2016 | $4.3B | $4.3B | 26 | 14 | n/a | 1 | $3.2M |
| 2014 | Mar 16, 2015 | $2.6B | $2.6B | 26 | 13 | n/a | 1 | $2.1M |
| 2013 | Mar 17, 2014 | $2.2B | $2.2B | 27 | 14 | n/a | 1 | $1.2M |
| 2012 | Mar 13, 2013 | $1.6B | $1.6B | 17 | 12 | n/a | 1 | $1.0M |
| 2011 | Mar 12, 2012 | $1.7B | $1.7B | n/a | n/a | n/a | 1 | $210,082 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 9 | -7 | 4.4% | 0 | 2 | 0 | 3 | 12 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $26B | $12B | 122.4% | $5.0B | 72.8% | 21 | 20 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 2 | Jun 29, 2023 | Aug 17, 2021 | BOSTON, MA | Channel change | Other | 1.1% |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 2 | Jul 5, 2019 | Oct 7, 2016 | BOSTON, MA | Channel change | Other | 1.3% |
| EDWARD JONES | 3 | Nov 24, 2017 | Mar 11, 2019 | BOSTON, MA | Team lift out | Other | 1.9% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FEDERATED INVESTMENT COUNSELING | 2 | Aug 7, 2024 | Sep 27, 2022 | SEWICKLEY, PA | Channel change | Other | 0.9% |
| FEDERATED INVESTMENT COUNSELING | 3 | Jul 5, 2019 | Aug 22, 2016 | PITTSBURGH, PA | Channel change | Other | 1.6% |
| FEDERATED INVESTMENT COUNSELING | 2 | Sep 25, 2018 | Nov 18, 2015 | PITTSBURGH, PA | Channel change | Other | 1.1% |