{
  "crd_number": 109641,
  "slug": "manulife-investment-management-timberland-and-agriculture-inc-boston-ma-109641",
  "primary_business_name": "MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC",
  "legal_name": "MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-10-23",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 6741281747.0,
  "raum_discretionary": 3878205082.0,
  "raum_non_discretionary": 2863076665.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 660,
  "advisory_employees": 95,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 716700368.0,
      "count": 7
    },
    "insurance_companies": {
      "raum": 370528772.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 129705513.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 5187671352.0,
      "count": 13
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 336675742.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/manulife-investment-management",
    "https://manulifeim.com/institutional/global/en/capabilities/private-markets",
    "https://manulifeim.com/institutional/global/en/strategies/private-markets/agriculture",
    "https://manulifeim.com/institutional/global/en/strategies/private-markets/timberland",
    "https://manulifeim.com/timberland-agriculture/global/en",
    "https://twitter.com/ManulifeIM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109641",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/manulife-investment-management-timberland-and-agriculture-inc-boston-ma-109641",
  "display_name": "Manulife Investment Management Timberland and Agriculture Inc",
  "summary": "Manulife Investment Management Timberland and Agriculture Inc is an SEC-registered investment advisory firm in Boston, MA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Manulife Investment Management Timberland and Agriculture Inc (CRD 109641): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Manulife Investment Management Timberland and Agriculture Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Manulife Investment Management Timberland and Agriculture Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Manulife Investment Management Timberland and Agriculture Inc located?",
      "a": "Manulife Investment Management Timberland and Agriculture Inc's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Manulife Investment Management Timberland and Agriculture Inc registered with the SEC or a state?",
      "a": "Manulife Investment Management Timberland and Agriculture Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109641."
    },
    {
      "q": "How much does Manulife Investment Management Timberland and Agriculture Inc manage?",
      "a": "Manulife Investment Management Timberland and Agriculture Inc reports $6,741,281,747 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (58% discretionary)."
    },
    {
      "q": "How have Manulife Investment Management Timberland and Agriculture Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Manulife Investment Management Timberland and Agriculture Inc: Regulatory assets under management: $4,977,317,705 in the October 2021 data and $6,741,281,747 in the October 2026 data, up 35%. Total employees: 650 in October 2021 and 660 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Manulife Investment Management Timberland and Agriculture Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13); state or municipal government entities (including government pension plans) (7)."
    },
    {
      "q": "Which custodians does Manulife Investment Management Timberland and Agriculture Inc use?",
      "a": "Manulife Investment Management Timberland and Agriculture Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Manulife Investment Management Timberland and Agriculture Inc report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109641"
    },
    {
      "q": "What changed in Manulife Investment Management Timberland and Agriculture Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 85 to 95. Regulatory assets under management went from $5,631,492,057 to $6,741,281,747 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4977317705.0,
      "total_employees": 650,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5386401007.0,
      "total_employees": 650,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6070658487.0,
      "total_employees": 650,
      "filing_date": "2023-08-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9466933632.0,
      "total_employees": 650,
      "filing_date": "2024-07-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5631492057.0,
      "total_employees": 650,
      "filing_date": "2025-07-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6741281747.0,
      "total_employees": 660,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 85 to 95.",
        "Regulatory assets under management went from $5,631,492,057 to $6,741,281,747 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Bank of America",
      "name_as_filed": "BANK OF AMERICA",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/manulife-investment-management-timberland-and-agriculture-inc-boston-ma-109641.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 5187671352.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 129705513.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 716700368.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 370528772.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 336675742.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109641",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}