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MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED

Institutional

N·TORONTO, ON

Data as of Apr 16, 2026 · Source: SEC Form ADV

Total AUM

$378M

1-Year AUM Growth

+47.3%

3-Year CAGR

+10.8%

Employees

13

Assets Under Management

Total AUM$378M

Discretionary AUM$378M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees13

Investment Advisers429

Employee Growth (1Y)+23.8%

Filing History

Total Filings on Record100

First FilingFeb 25, 2003

Latest FilingApr 16, 2026

🔒 Full AUM trend chart and 100 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.