DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Manulife Investment Management Private Markets (US) LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 59 filings
SEC status approved since Dec 4, 2007
RAUM
$48B
reported, Item 5.F
Discretionary
83%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
730
119 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
44
reported on Schedule D
History
59 filings and snapshots on the tape
RAUM$48B as of Mar 31, 2026
Mar 29, 2012$5.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20120 then
Employees (5.A)730 as of Mar 31, 2026
Mar 28, 2013203 then
Private funds44 as of Mar 31, 2026
Mar 29, 201210 then
RAUM +13% over the last fiscal year+7.6% a year over threeIARs 0 to 0offices 12 to 11
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $268MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 83%derivedof RAUM
- Institutional
- 51%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisers, otherreportedItem 5.G
- Custody
- $8.6B, 51 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$24B51%
- Pooled investment vehicles$19B40%
- Investment companies$3.5B7.3%
- Banks and thrifts$749M1.6%
- Pension and profit-sharing plans$266M0.6%
- Corporations and businesses$102M0.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 180reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.6B for 51 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.47 institutional_share=0.51 related_bd=true related_bank=true bd_reps=26.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
47 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| John Hancock Infrastructure Master Fund L.P. | Private Equity Fund | $1.8B | 30 | Mar 29, 2019 |
| Manulife Private Equity Partners L.P. | Private Equity Fund | $1.6B | 86 | Mar 30, 2020 |
| Manulife Infrastructure Fund II (Cayman) | Private Equity Fund | $1.5B | 23 | Mar 31, 2021 |
| Manulife U.S. Real Estate Fund | Real Estate Fund | $718M | 21 | Mar 30, 2018 |
| Manulife Infrastructure Fund II (Lux), Scsp | Private Equity Fund | $694M | 13 | Mar 31, 2021 |
| Hi/Jh Co-Investment Venture L.P | Real Estate Fund | $694M | 3 | Apr 29, 2020 |
| Manulife Infrastructure Fund II, L.P. | Private Equity Fund | $690M | 9 | Mar 31, 2021 |
| Manulife Infrastructure Fund III (Cayman), L.P. | Private Equity Fund | $536M | 14 | Mar 29, 2024 |
| Manulife Co-Investment Partners II, L.P. | Private Equity Fund | $386M | 51 | Mar 31, 2021 |
| Hancock Co-Investment Partners L.P. | Private Equity Fund | $340M | 12 | Mar 31, 2017 |
| Hancock Capital Partners Vi L.P. | Private Equity Fund | $328M | 24 | Mar 29, 2019 |
| Manulife Capital Partners Vii LP | Private Equity Fund | $277M | 19 | Mar 31, 2023 |
| Manulife Industrial Recapitalization Aggregator L.P. | Real Estate Fund | $197M | 3 | Mar 29, 2024 |
| Mif II Virginia Co-Invest Aggregator, L.P. | Private Equity Fund | $193M | 4 | Mar 31, 2022 |
| Manulife Infrastructure Fund III-D, L.P. | Private Equity Fund | $174M | 9 | Mar 29, 2024 |
| Manulife Co-Investment Partners III, L.P. | Private Equity Fund | $154M | 20 | Mar 29, 2024 |
| Mif II Killington Co-Invest Aggregator, L.P. | Private Equity Fund | $152M | 9 | Mar 31, 2022 |
| Manulife Strategic Secondaries Fund LP | Private Equity Fund | $118M | 10 | Mar 31, 2023 |
| Manulife Direct Lending Fund LP | Hedge Fund | $90.0M | 1 | Mar 31, 2023 |
| Manulife Infrastructure Fund III, L.P | Private Equity Fund | $79.3M | 4 | Mar 29, 2024 |
| Manulife Infrastructure Fund III (Luxembourg), Scsp | Private Equity Fund | $75.4M | 4 | Mar 29, 2024 |
| Hancock Capital Partners V, L.P. | Private Equity Fund | $72.0M | 32 | Mar 28, 2013 |
| Manulife Strategic Secondaries Cayman Master L.P. | Private Equity Fund | $64.1M | 5 | Mar 29, 2024 |
| Manulife Senior Debt Fund - Oh, L.P. | Hedge Fund | $62.4M | 1 | Mar 30, 2020 |
| Manulife Senior Debt Fund Ki, L.P. | Private Equity Fund | $57.1M | 1 | Mar 31, 2022 |
| Manulife Im Pm (Lux) Scsp | Hedge Fund | $52.0M | 1 | Mar 31, 2023 |
| Manulife U.S. Real Estate Private Access Fund, L.P.no longer reported | Real Estate Fund | $50.6M | 2 | Mar 30, 2020 |
| Manulife Bcfpers Co-Investment Partners L.P. | Private Equity Fund | $47.8M | 1 | Mar 29, 2024 |
| Hcm Co-Investment Opportunities Fund | Private Equity Fund | $40.3M | 5 | Mar 29, 2019 |
| Hancock Co-Investor I, LLCno longer reported | Private Equity Fund | $20.3M | 3 | Mar 29, 2012 |
| Hancock Capital Partners IV, L.P. | Private Equity Fund | $13.9M | 21 | Mar 29, 2012 |
| Hancock Mezzanine Partners L.P.no longer reported | Private Equity Fund | $11.3M | 21 | Mar 29, 2012 |
| Manulife Citrine Capital Co-Invest I LLC | Private Equity Fund | $10.5M | 1 | Mar 31, 2022 |
| Manulife Co-Investment Partners III (Cayman), L.P. | Private Equity Fund | $10.2M | 1 | Mar 29, 2024 |
| Signature 6 Limitedno longer reported | Securitized Asset Fund | $8.8M | 4 | Mar 29, 2012 |
| Hancock Co-Investors V, LLC | Private Equity Fund | $7.8M | 3 | Mar 30, 2018 |
| Hancock Mezzanine Partners III, L.P.no longer reported | Private Equity Fund | $6.6M | 17 | Mar 29, 2012 |
| Signature 7 L.P.no longer reported | Securitized Asset Fund | $4.3M | 4 | Mar 29, 2012 |
| Manulife Infrastructure Fund III-B, L.P. | Private Equity Fund | $2.8M | 2 | Mar 29, 2024 |
| Signature 3 Limitedno longer reported | Securitized Asset Fund | $1.6M | 1 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Vipon Ghai · Directorcontrolsince 03/2021 · owns less than 5%
- Sears Scott Hartz · Director, Chairmancontrolsince 04/2019 · owns less than 5%
- Howard Jeffrey Nataupsky · Chief Financial Officercontrolsince 07/2016 · owns less than 5%
- John Gerald Peterson · Directorcontrolsince 06/2023 · owns less than 5%
- Edwards Howard Sullivan · Chief Legal Officercontrolsince 02/2024 · owns less than 5%
- Marie Michelle Taylor-Jones · Directorcontrolsince 07/2023 · owns less than 5%
- Louise Anne Valentine Andrews · President And Chief Executive Officercontrolsince 05/2024 · owns less than 5%
- Gaito Heidi Knapp · Operationssince 03/2018 · owns less than 5%
- Michael Jason Pratt · Chief Compliance Officersince 06/2013 · owns less than 5%
Entity owners
- The Manufacturers Investment Corporation · Memberdirect · owns 75% or more
- John Hancock Financial Corporation · Shareholderindirect · owns 75% or more of The Manufacturers Investment Corporation
- Manulife Financial Corporation · Shareholderindirect · owns 75% or more of The Manufacturers Life Insurance Company · public reporting company
- Manulife Holdings (Alberta) Limited · Memberindirect · owns 75% or more of The Manufacturers Life Insurance Company
- The Manufacturers Life Insurance Company · Shareholderindirect · owns 75% or more of Manulife Holdings (Alberta) Limited
Related persons
Schedule D 7.A
- Az/Jh Gp (Dc) LLCpooled vehicle sponsorn
- Az/Jh Gp (Il) LLCpooled vehicle sponsorn
- Hancock Capital Investments IV, LLCbankpooled vehicle sponsorn
- Hancock Capital Investments V, LLCbankpooled vehicle sponsorn
- Hancock Capital Investments Vi LLCbankpooled vehicle sponsorn
- Hancock Co-Investments Gp, LLCbankpooled vehicle sponsorn
- Hancock Co-Investor Manager LLCbankpooled vehicle sponsorn
- Hcm Co-Investment Opportunities Gp LLCbankpooled vehicle sponsorn
- Helios II Gp, LPbankpooled vehicle sponsorn
- Hi/Jh Gp LLCpooled vehicle sponsorn
- John Hancock Distributors LLCbroker-dealern
- John Hancock Infrastructure Co-Investor Manager, LLC,bankpooled vehicle sponsorn
- John Hancock Infrastructure Fund Gp, LLCbankpooled vehicle sponsorn
- John Hancock Infrastructure Gp LLCbankpooled vehicle sponsorn
- John Hancock Investment Management Distributors LLCbroker-dealern
- John Hancock Investment Management LLCinvestment adviserbanknRAUM $212B
- John Hancock Life & Health Insurance Companybankreal estaten
- John Hancock Life Insurance Company (U.S.A.)bankpooled vehicle sponsorreal estaten
- John Hancock Life Insurance Company Of New Yorkbankreal estaten
- Manufacturers Financial Corporationreal estatey
- Manufacturers Life Reinsurance Limitedreal estaten
- Manulife (International) Limitedreal estaten
- Manulife (Singapore) Pte. Limtedreal estaten
- Manulife Bcfpers Co-Investment Partners Gp, L.P.pooled vehicle sponsorn
- Manulife Capital Investments Vii Gp, LPbankpooled vehicle sponsorn
- Manulife Co-Investment Partners II Gp, L.P.bankpooled vehicle sponsorn
- Manulife Co-Investment Partners III Gp (Luxembourg), S.A R.L.pooled vehicle sponsorn
- Manulife Co-Investment Partners III Gp LPpooled vehicle sponsorn
- Manulife Co-Investment Partners III Gp LPpooled vehicle sponsorn
- Manulife Dlf Gp, L.P.bankpooled vehicle sponsorn
Advisers that list Manulife Investment Management Private Markets (US) LLC as a related person
- 105790 n
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL22 employees
- Toronto, Canada12 employees
- New York, NY7 employees
- New York, NY6 employees
- Chicago, IL4 employees
- Irvine, CA4 employees
- Washington, DC3 employees
- Dallas, TX3 employees
- San Francisco, CA3 employees
- Atlanta, GA3 employees
- Toronto, Canada2 employees
- Charlotte, NC2 employees
What changed
consecutive filings, newest first
- Accounts · 178 to 180Jun 27, 2025 to Mar 31, 2026
- Advisory employees · 156 to 119Jun 27, 2025 to Mar 31, 2026
- BD registered reps · 31 to 26Jun 27, 2025 to Mar 31, 2026
- Pooled vehicle clients · 45 to 51Jun 27, 2025 to Mar 31, 2026
- Assets in custody · $7.9B to $8.6BJun 27, 2025 to Mar 31, 2026
- Employees · 825 to 730Jun 27, 2025 to Mar 31, 2026
- Other offices · 12 to 11Jun 27, 2025 to Mar 31, 2026
- Private funds · 41 to 44Jun 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $35B to $40BJun 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $7.4B to $8.2BJun 27, 2025 to Mar 31, 2026
- Pension RAUM · $297M to $266MJun 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $15B to $19BJun 27, 2025 to Mar 31, 2026
- RAUM · $43B to $48BJun 27, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 27, 2025
- Accounts · 169 to 178Jun 3, 2024 to Mar 31, 2025
- Advisory employees · 205 to 156Jun 3, 2024 to Mar 31, 2025
- BD registered reps · 23 to 31Jun 3, 2024 to Mar 31, 2025
- Pooled vehicle clients · 39 to 45Jun 3, 2024 to Mar 31, 2025
- Assets in custody · $7.6B to $7.9BJun 3, 2024 to Mar 31, 2025
- Employees · 1,086 to 825Jun 3, 2024 to Mar 31, 2025
- Private funds · 34 to 41Jun 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $35B to $35BJun 3, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $7.3B to $7.4BJun 3, 2024 to Mar 31, 2025
- Pension RAUM · $338M to $297MJun 3, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $12B to $15BJun 3, 2024 to Mar 31, 2025
- RAUM · $43B to $43BJun 3, 2024 to Mar 31, 2025
- Accounts · 140 to 169Feb 23, 2024 to Mar 29, 2024
- Advisory employees · 220 to 205Feb 23, 2024 to Mar 29, 2024
- BD registered reps · 20 to 23Feb 23, 2024 to Mar 29, 2024
- Pooled vehicle clients · 27 to 39Feb 23, 2024 to Mar 29, 2024
- Assets in custody · $10B to $7.6BFeb 23, 2024 to Mar 29, 2024
- Employees · 930 to 1,086Feb 23, 2024 to Mar 29, 2024
- Other offices · 13 to 12Feb 23, 2024 to Mar 29, 2024
- Private funds · 23 to 34Feb 23, 2024 to Mar 29, 2024
- Discretionary RAUM · $31B to $35BFeb 23, 2024 to Mar 29, 2024
- Non-discretionary RAUM · $7.5B to $7.3BFeb 23, 2024 to Mar 29, 2024
- Pension RAUM · $342M to $338MFeb 23, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $10B to $12BFeb 23, 2024 to Mar 29, 2024
- RAUM · $39B to $43BFeb 23, 2024 to Mar 29, 2024
- Assets in custody · $11B to $10BMar 31, 2023 to Apr 27, 2023
Signals
20 dated events
- Louise Anne Valentine Andrews (President And Chief Executive Officer) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcJun 3, 2024 · Control person joined · fact
- Edwards Howard Sullivan (Chief Legal Officer) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcFeb 23, 2024 · Control person joined · fact
- Gennady Kenneth Pogrin (Chief Legal Officer) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2024-02-06, absent 2024-02-23)Feb 23, 2024 · Control person left · inference
- H.C.H. Christoph Schumacher (Director) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2023-07-27, absent 2024-02-06)Feb 6, 2024 · Control person left · inference
- John Gerald Peterson (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcJul 27, 2023 · Control person joined · fact
- Marie Michelle Taylor-Jones (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcJul 27, 2023 · Control person joined · fact
- James Stephen Blewitt (President, Chief Executive Officer, Chairman/Director) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2023-06-21, absent 2023-07-27)Jul 27, 2023 · Control person left · inference
- Isaac Nathaniel Margolis (Director) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2023-05-23, absent 2023-06-21)Jun 21, 2023 · Control person left · inference
- Marie Kristie Feinberg (Director) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2023-05-23, absent 2023-06-21)Jun 21, 2023 · Control person left · inference
- Kenneth Pogrin (Chief Legal Officer) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcMar 31, 2023 · Control person joined · fact
- Christoph Schumacher (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcJul 30, 2021 · Control person joined · fact
- Edward William Peressini (Director) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2021-03-31, absent 2021-07-30)Jul 30, 2021 · Control person left · inference
- Manulife Investment Management Private Markets (Us) Llc reported RAUM $34.9B, up 45% from $24.0B (2021-03-23 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Timothy Deacon (Director) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2021-03-23, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Vipon Ghai (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcMar 31, 2021 · Control person joined · fact
- Kristie Feinberg (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcMar 31, 2021 · Control person joined · fact
- Manulife Investment Management Private Markets (Us) Llc reported RAUM $23.4B, up 26% from $18.5B (2020-01-24 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Nathaniel Margolis (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcApr 23, 2019 · Control person joined · fact
- Alan Seghezzi (Director/Chairman) no longer on Schedule A of Manulife Investment Management Private Markets (Us) Llc (listed 2019-03-29, absent 2019-04-23)Apr 23, 2019 · Control person left · inference
- Edward William Peressini (Director) appeared on Schedule A of Manulife Investment Management Private Markets (Us) LlcMar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Manulife Investment Management Private Markets (US) LLC · Independent Sponsorsshared crd · capital_provider
- Manulife Investment Management Private Markets (US) LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/manulife-investment-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- manulifeim.com/institutional/us/enreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-572-0693reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Manulife Investment Management Private Markets (US) LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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