Mfc Global Investment Management (U.S.), LLC (Boston)

Mfc Global Investment Management (U.S.), LLC is a large advisory firm based in Boston. It manages $33.76 billion of regulatory assets for 4,391 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Mfc Global Investment Management (U.S.) provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mfc Global Investment Management (U.S.): assets under management

The assets under management (AUM) of Mfc Global Investment Management (U.S.), LLC is $33.76 billion. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.46 billion in discretionary accounts and $298.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $29.87 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mfc Global Investment Management (U.S.), LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mfc Global Investment Management (U.S.), LLC

Jean Francois Michel Courville has been acting as President since 1 Aug 2007. Christopher Paul Conkey joined the executive team most recently as the Director, Chief Investment Officer, Global Equities.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc The Berkeley Financial Group	Shareholder	1 Mar 1992	75% - 100%	04-3145626
John Francis Snyder	Executive vice president	1 May 1993	Other	429838
Keith Frederick Hartstein	Director	1 Jul 2005	Other	1440050
Francis Vincent Knox	Vice president & chief compliance officer	1 Aug 2005	Other	1699647
John Gysbertus Vrysen	Executive vice president and chief financial officer	1 Aug 2005	Other	1504511
Barry Hart Evans	Director, senior vice president and chief operating officer	1 Aug 2005	Other	2036625
Mark Allen Schmeer	Senior vice president and chief investment officer	1 Aug 2005	Other	4328194
Diane Robin Landers	Chief administrative officer	1 Dec 2005	Other	2182114
Carolyn Marie Flanagan	Chief legal officer	1 Jan 2007	Other	5776650
Warren Alfred Thomson	Director	1 Mar 2007	Other	4810485
Keith Frederick Hartstein	Director	1 Mar 2007	Other	1440050
Timothy Ernest Keefe	Director	1 Mar 2007	Other	1180094
Keith Walter	Director	1 Mar 2007	Other	4933422
Janis Largesse	Director	1 May 2007	Other	5437676
Jean Francois Michel Courville	Director	1 Aug 2007	Other	5426503
Jeffrey Harold Long	Chief financial officer	1 Aug 2007	Other	2407333
Frank Joseph Saeli	Director	1 May 2008	Other	1348684
William Emerson Corson	Chief compliance officer	1 Jun 2008	Other	4872608
Christopher Paul Conkey	Director, chief investment officer, global equities	1 Jun 2010	Other	2671158

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Hancock Life Insurance Company	Shareholder	1 May 1968	75% - 100%	04-1414660
John Hancock Subsidiaries Llc	Shareholder	1 Mar 1992	75% - 100%	04-2687223
Manulife Financial Corporation	Shareholder	1 Sep 1999	75% - 100%	98-0361647
Inc. John Hancock Financial Services	Shareholder	1 Jan 2000	75% - 100%	04-3483032
The Manufacturers Investment Corporation	Shareholder	1 Jan 2002	75% - 100%	38-3261832
The Manufacturers Life Insurance Company	Shareholder	1 Dec 2003	75% - 100%	38-0788610
Manulife Financial Corporation	Member	1 Oct 2004	75% - 100%	98-0361647
John Hancock Holdings (Delaware) Llc	Shareholder	1 Oct 2004	75% - 100%	20-1739430
John Hancock Life Insurance Company (U.S.A.)	Shareholder	1 Dec 2009	75% - 100%	01-0233346
John Hancock Holdings (Delaware) Llc	Shareholder	1 Dec 2009	75% - 100%	20-1739430
Manulife Holdings (Alberta) Limited	Member	1 Dec 2009	75% - 100%	na

Based in Boston

The principal office where Mfc Global Investment Management (U.S.), LLC performs its advisory services is located at 101 Huntington Avenue, Boston, MA 02199, which is also the mailing address of the firm. An additional office of the firm is in Berwyn, PA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-375-1500 or by fax 617-375-1666. The normal business hours are 8:30 a.m. until 5:00 p.m. on Monday - Friday.