John Hancock Variable Trust Advisers LLC (Boston)

Name: John Hancock Variable Trust Advisers LLC
Address: 200 Berkeley St., Boston, MA, 02116 5022
Telephone: 617-663-2430

John Hancock Variable Trust Advisers LLC is a large advisory firm based in Boston. It manages $73.44 billion of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2019.

John Hancock Variable Trust Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John Hancock Variable Trust Advisers: assets under management

The assets under management (AUM) of John Hancock Variable Trust Advisers LLC is $73.44 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $73.44 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.29 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay John Hancock Variable Trust Advisers 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.

What kind of clients Leonardo Manuel Zerilli serves?

The only and largest group of clients of Leonardo Manuel Zerilli is investment companies with 57 clients and $73.44 billion of assets under management. Among the 9 most similar advisory firms, John Hancock Variable Trust Advisers has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $73.44 billion for 57 clients. None of the firm’s clients are foreign persons or businesses.

John Hancock Variable Trust Advisers doesn't advise any private funds.

Careers at John Hancock Variable Trust Advisers LLC

The company employs 203 people that are either part- or full-time employees. 23 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Leonardo Manuel Zerilli has been acting as President since 1 Oct 2012. Edward Paul Macdonald joined the executive team most recently as the Secretary And Chief Legal Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Hancock Life Insurance Company Of New York	Member	1 Oct 1998	25% - 50%	13-3646501
John Hancock Life Insurance Company (U.S.A.)	Member	1 Jan 2002	50% - 75%	01-0233346
Francis Vincent Knox	Chief compliance officer	1 Jan 2005	Other	1699647
Jeffrey Harold Long	Chief financial officer	1 Dec 2007	Other	2407333
Andrew Grant Arnott	Director, president and chief executive officer	1 Oct 2012	Other	2440392
Leonardo Manuel Zerilli	Director	1 Oct 2012	Other	3030559
Charles Arthur Rizzo	Director	1 Apr 2014	Other	3063396
Edward Paul Macdonald	Secretary and chief legal counsel	1 Oct 2018	Other	4512680

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Manulife Financial Corporation	Shareholder	1 Sep 1999	75% - 100%	99-9999999
The Manufacturers Investment Corporation	Shareholder	1 Jan 2002	75% - 100%	38-3261832
The Manufacturers Life Insurance Company (Canada)	Shareholder	1 Oct 2003	75% - 100%	38-0788610
Manulife Holdings (Alberta) Limited	Shareholder	1 Dec 2009	75% - 100%	n/a
John Hancock Financial Corporation	Shareholder	1 Dec 2009	75% - 100%	33-1105152

Based in Boston

The principal office where John Hancock Variable Trust Advisers LLC performs its advisory services is located at 200 Berkeley St., Boston, MA 02116 5022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-663-2430. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at johnhancock.com/.