Manulife Investment Management Timberland and Agriculture Inc
Registered investment adviser · Boston, MA · CRD #109641
Form ADV data as of 2026-09-01Regulatory assets
$6.74 billion
Total accounts
27
Employees
660
Disclosure events
11
Firm details
- Website: https://www.manulifeim.com/timberland-agriculture/global/en
- Telephone: 617-747-1600
- SEC file number: 801-57981
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 3 disclosure questions answered Yes, covering 11 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
- Currently subject to a civil proceeding that could result in a disclosure under 11.H.(1)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $3.88 billion |
| Non-discretionary regulatory assets under management | $2.86 billion |
| Total regulatory assets under management | $6.74 billion |
| Discretionary accounts | 15 |
| Non-discretionary accounts | 12 |
| Total accounts | 27 |
| Regulatory assets under management attributable to non-U.S. persons | $2.25 billion |
People
| Total employees (excluding clerical) | 660 |
| Employees performing investment advisory functions (including research) | 95 |
| Employees who are registered representatives of a broker-dealer | 10 |
| Employees registered as investment adviser representatives with a state | 2 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 6 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $16.06 billion |
| Clients for whom the firm has custody | 61 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| Client funds and securities held in a related person's custody | $0 |
| Clients for whom a related person has custody | 0 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys securities from or sells securities to advisory clients (principal transactions)
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another proprietary interest
- Recommends securities for which it serves as underwriter or general partner
- Brokers or dealers selected under 8.C.(3) are related persons
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Pooled investment vehicles (other than investment companies and BDCs) | 13 | $5.19 billion |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $129.7 million |
| State or municipal government entities (including government pension plans) | 7 | $716.7 million |
| Insurance companies | Not reported | $370.5 million |
| Sovereign wealth funds and foreign official institutions | Not reported | $336.7 million |